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Morningstar

Goldman Sachs Small Cap Gr Insghts Inv GSTOX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.62  /  0.37 %
  • Total Assets 124.0 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.38%
  • Turnover 155%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 12:02 AM GMT+00:00

Morningstar’s Analysis GSTOX

Will GSTOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GSTOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GSTOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GSTOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Goldman Sachs Small Cap Gr Insghts Inv’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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