Goldman Sachs Small Cap Value Insights Fund

Frequently Asked Questions About GSITX

What does GSITX invest in?

The fund aims to deploy a minimum of 80% of its total investment capital (which includes its net assets and any borrowed funds used for investment, assessed at the time of acquisition) into a diverse collection of equity securities. These holdings primarily consist of small-capitalization U.S. companies, but may also include shares of foreign issuers that are traded on U.S. exchanges.

What is the expense ratio of GSITX?

Goldman Sachs Small Cap Value Insights Fund (GSITX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

How big is GSITX?

Goldman Sachs Small Cap Value Insights Fund (GSITX) manages $986.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is GSITX actively managed or an index fund?

GSITX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was GSITX launched?

Goldman Sachs Small Cap Value Insights Fund (GSITX) launched in June 2007 and is managed by Goldman Sachs.

How has GSITX performed?

GSITX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.