About GSSMX
Goldman Sachs Small Cap Value Fund Class A is a mutual fund focused on long-term capital appreciation through a diversified portfolio of equity investments. The fund primarily targets small-capitalization companies that exhibit value characteristics, typically trading below their intrinsic value based on financial metrics such as earnings, book value, or cash flow. A minimum of 80% of its net assets is normally allocated to these small-cap value stocks, ensuring style and capitalization consistency and broad diversification to help mitigate risk.
The fund’s portfolio spans across various sectors, with notable allocations in financial services, utilities, technology, and industrials. Top holdings often include regional banks, industrial manufacturers, and energy firms, reflecting its emphasis on undervalued U.S. businesses with growth potential. This fund plays a specialized role in the market by providing investors access to the small-cap value segment, which can behave differently from large-cap or growth-oriented equities. Its active management approach, experienced leadership, and disciplined investment process position it as a vehicle for diversification within broader equity portfolios.
Fund Family Goldman Sachs
Category Small Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GSSMX
Share Class Class A
Index Russell 2000 Value TR
GSSMX had a total return of 28.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.34%.
