Goldman Sachs Small Cap Eq Insghts Inv (GDSTX)

Fund Assets	1.10B
Expense Ratio	0.917%
Min. Investment	$0.00
Turnover	162.00%
Dividend (ttm)	0.19
Dividend Yield	0.62%
Dividend Growth	-37.67%
Payout Frequency	n/a
Ex-Dividend Date	Dec 16, 2025

Previous Close	31.12
YTD Return	18.49%
1-Year Return	21.74%
5-Year Return	75.67%
52-Week Low	26.58
52-Week High	34.42
Beta (5Y)	1.29
Holdings	608
Inception Date	Nov 30, 2007

About GDSTX

The Goldman Sachs Small Cap Equity Insights Fund Investor Shares is a mutual fund focused on providing long-term capital growth through investment in a diversified portfolio of U.S. small-capitalization equities. The fund primarily targets companies that are constituents of the Russell 2000 Index, aiming to capture growth potential within the small-cap segment of the U.S. equity market. It utilizes a blend of investment strategies to maintain broad sector and industry exposure while managing risks intrinsic to smaller companies. The fund’s portfolio is diversified, commonly holding hundreds of positions across various economic sectors, which helps mitigate volatility while seeking outperformance within its category. With an above-average performance rating and a competitive expense ratio, the fund is designed to appeal to investors interested in tapping into the dynamic growth opportunities characteristic of small-cap stocks. The Goldman Sachs Small Cap Equity Insights Fund Investor Shares plays a key role in portfolios seeking differentiated sources of return and market diversification through exposure to U.S. small-cap equities.

• Fund Family: Goldman Sachs
• Category: Small Blend
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: GDSTX
• Share Class: Investor Shares
• Index: Russell 2000 TR

Performance

GDSTX had a total return of 21.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.27%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
SWSSX	Schwab	Schwab Small Cap Index Fund	0.04%
FSSNX	Fidelity	Fidelity Small Cap Index Fund	0.03%
FSCRX	Fidelity	Fidelity Small Cap Discovery Fund	0.64%
FSSLX	Fidelity	Fidelity Series Small Cap Core	0.01%
FLXSX	Fidelity	Fidelity Flex Small Cap Index Fund	n/a

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
GCSUX	Class R6 Shares	0.83%
GMAPX	Class P Shares	0.83%
GCSIX	Institutional	0.84%
GCSAX	Class A	1.20%

Top 10 Holdings

8.40% of assets

Name	Symbol	Weight
E-mini Russell 2000 Index Future Sept 26	n/a	2.11%
Goldman Sachs Central Govt Inst	GCCXX	0.78%
The Cheesecake Factory Incorporated	CAKE	0.78%
Commercial Metals Company	CMC	0.73%
Enpro Inc.	NPO	0.69%
Balchem Corporation	BCPC	0.68%
Construction Partners, Inc.	ROAD	0.68%
Phillips Edison & Company, Inc.	PECO	0.66%
UMB Financial Corporation	UMBF	0.65%
Steven Madden, Ltd.	SHOO	0.63%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 16, 2025	$0.1934	Dec 17, 2025
Dec 11, 2025	$2.8569	Dec 12, 2025
Dec 17, 2024	$0.3103	Dec 18, 2024
Dec 12, 2024	$3.310	Dec 13, 2024
Dec 18, 2023	$0.1726	Dec 19, 2023
Dec 16, 2022	$0.1635	Dec 19, 2022

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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