Goldman Sachs Small Cap Value--which reopened to new investors in May 2020--has experienced and knowledgeable managers who have implemented a reasonable strategy for many years now. Depending on expenses, its share classes receive Morningstar Analyst Ratings of Silver, Bronze, or (for the costly C shares) Neutral.
Goldman Sachs Small Cap Value A GSSMX
NAV / 1-Day Return
58.37
/
0.17
%
Total Assets
4.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.280%
Expense Ratio
1.280%
Fee Level
Average
Longest Manager Tenure
14.73
years
Category
Small Blend
Investment Style
Small ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.16%
Turnover
75%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A tough 2020 but a good foundation.
