Goldman Sachs Small Cap Gr Insghts Instl (GSIOX)

Fund Assets	354.26M
Expense Ratio	0.881%
Min. Investment	$1,000,000
Turnover	167.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	34.33
YTD Return	12.26%
1-Year Return	12.62%
5-Year Return	41.40%
52-Week Low	29.19
52-Week High	39.09
Beta (5Y)	1.27
Holdings	455
Inception Date	Jun 25, 2007

About GSIOX

The Goldman Sachs Small Cap Growth Insights Fund Institutional Class is a mutual fund that primarily targets long-term capital appreciation by investing in a broadly diversified portfolio of equities issued by small-cap U.S. companies. The fund typically allocates at least 80% of its assets to small-cap growth stocks, with the portfolio managed by an experienced team employing a research-driven investment process. The fund’s holdings span various sectors, with noticeable concentrations in technology, industrials, and healthcare, reflecting dynamic segments of the small-cap growth universe. It offers institutional investors exposure to emerging leaders within the small-cap segment, aiming to capitalize on their growth potential while maintaining diversification to mitigate risk. With a relatively low expense ratio compared to peers and a minimum investment designed for institutional clients, this fund serves as a vehicle for institutions seeking to participate in the growth prospects of smaller U.S. companies within their broader asset allocation frameworks. The fund is also characterized by active management and a high portfolio turnover, reflecting its focus on identifying evolving opportunities across the small-cap landscape.

• Fund Family: Goldman Sachs
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: GSIOX
• Share Class: Institutional
• Index: Russell 2000 Growth TR

Performance

GSIOX had a total return of 12.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.77%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VRTGX	Vanguard	Vanguard Russell 2000 Growth Index Fund Institutional Shares	0.07%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
GINUX	Class R6 Shares	0.84%
GSZPX	Class P Shares	0.84%
GSTOX	Investor Shares	0.96%
GSAOX	Class A	1.21%

Top 10 Holdings

11.78% of assets

Name	Symbol	Weight
E-mini Russell 2000 Index Future Sept 26	n/a	2.80%
Goldman Sachs Central Govt Inst	GCCXX	1.78%
The Cheesecake Factory Incorporated	CAKE	1.03%
Moog Inc.	MOG.A	1.01%
HealthEquity, Inc.	HQY	0.93%
Belden Inc.	BDC	0.87%
Enpro Inc.	NPO	0.86%
Construction Partners, Inc.	ROAD	0.85%
Balchem Corporation	BCPC	0.83%
Zeta Global Holdings Corp.	ZETA	0.81%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$1.5075	Dec 12, 2025
Dec 17, 2024	$0.2181	Dec 18, 2024
Dec 16, 2022	$0.0728	Dec 19, 2022
Dec 14, 2021	$29.175	Dec 15, 2021
Dec 30, 2020	$0.0355	Dec 31, 2020
Dec 14, 2020	$1.4117	Dec 15, 2020

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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