About GSSIX
Goldman Sachs Small Cap Value Fund Institutional Class is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of small-capitalization companies. The fund adheres to a value-oriented investment strategy, seeking firms with durable competitive advantages, strong or improving financial profiles, and attractive valuations. At least 80% of its assets are typically allocated to a diversified portfolio of small-cap issuers, primarily in the U.S., with the flexibility to include real estate investment trusts and select foreign securities. The fund employs a rigorous process to identify companies with quality characteristics, often targeting those that may be underappreciated by the broader market. Its sector exposure is broad, with allocations across areas such as industrials, energy, information technology, and materials, reflecting the diversity of the small-cap value segment. Established in 1997, this fund is designed for institutional investors and plays a key role in portfolios seeking diversification and exposure to the growth potential of undervalued U.S. small-cap stocks.
Fund Family Goldman Sachs
Category Small Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GSSIX
Share Class Institutional
Index Russell 2000 Value TR
GSSIX had a total return of 17.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.29%.
