About GSQTX
Goldman Sachs Small Cap Value Fund Investor Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in small U.S. companies that are considered undervalued relative to their peers. The fund consistently allocates at least 80% of its net assets, along with any investment-related borrowings, to equities of small-cap firms, targeting businesses with lower valuations and moderate growth prospects. Its portfolio spans various sectors, including consumer cyclicals, real estate, industrials, technology, financial services, and basic materials, with top holdings representing a broad range of economic activity. This fund is categorized under the small-value or small-blend segment, appealing to investors seeking exposure to lesser-known companies that may offer attractive value opportunities. With active management and a history of manager expertise, the fund maintains an approach intended to balance prudence and opportunity, contributing to its significance in the small-cap value category within the broader U.S. equity market.
Fund Family Goldman Sachs
Category Small Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GSQTX
Share Class Investor Shares
Index Russell 2000 Value TR
GSQTX had a total return of 17.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.35%.
