Goldman Sachs Small Cap Equity Insights Fund Class R (GDSRX)

$25.35
F Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Small Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Goldman Sachs Small Cap Equity Insights Fund Class R 42 1.14 6.24% -7.94% 1.51%
U.S. Small Cap 39 1.07 4.45% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 4.54% 2.35% 2.18%
Year-to-Date 6.24% 4.45% 1.80%
1 Year 25.12% 0.00% 25.12%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

42%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 42% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.51%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,853

Real cost (fees + lost compounding)

$2,299

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-7.78%