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Morningstar

Goldman Sachs Small Cap Value A GSSMX

Morningstar Analyst Rating
Analyst rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 40.24  /  1.28 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.230%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.37%
  • Turnover 65%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 12:15 AM GMT+00:00

Morningstar’s Analysis GSSMX

Will GSSMX 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 GSSMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GSSMX 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 GSSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Retaining conviction despite some team changes.

Analyst

Summary

| by Jader Dutra

Goldman Sachs Small Cap Value boasts solid leadership and a prudent approach, earning most of its share classes Morningstar Analyst Ratings of Bronze, while the expensive C shares are rated Neutral.

Unlock our full analysis with Morningstar Investor