Goldman Sachs Small Cap Equity Insights Fund Investor Class (GDSTX)
| Fund Assets | 636.03M |
| Expense Ratio | 0.95% |
| Min. Investment | $0.00 |
| Turnover | 162.00% |
| Dividend (ttm) | 3.05 |
| Dividend Yield | 10.22% |
| Dividend Growth | -15.74% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 16, 2025 |
| Previous Close | 29.84 |
| YTD Return | 11.26% |
| 1-Year Return | 53.75% |
| 5-Year Return | 69.38% |
| 52-Week Low | 21.17 |
| 52-Week High | 30.58 |
| Beta (5Y) | n/a |
| Holdings | 530 |
| 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.
Performance
GDSTX had a total return of 53.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.18%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
9.26% of assets| Name | Symbol | Weight |
|---|---|---|
| E-mini Russell 2000 Index Future Mar 26 | n/a | 1.61% |
| Bloom Energy Corporation | BE | 1.02% |
| Hecla Mining Company | HL | 0.96% |
| Moog Inc. | MOG.A | 0.92% |
| TTM Technologies, Inc. | TTMI | 0.85% |
| Fabrinet | FN | 0.84% |
| Coeur Mining, Inc. | CDE | 0.79% |
| Goldman Sachs Financial Square Government Fund | FGTXX | 0.77% |
| Primoris Services Corporation | PRIM | 0.74% |
| Guardant Health, Inc. | GH | 0.73% |
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 |