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Goldman Sachs Small Cap Equity Insights Fd Cl R: (MF: GDSRX)

(NASDAQ Mutual Funds) As of Jul 29, 2026 07:07 PM ET

$30.96 USD

-0.44 (-1.40%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 24.65 26
3 months 21.95 34
6 months 24.65 26
1 Year 45.21 12
3 Year 22.27 10
5 Year 10.10 15
10 Year 12.05 29

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 904.70

Load Adjusted Returns as of Jun 30, 2026

1 Year 45.21
5 Year 10.09
10 Year 12.05
Since Inception 9.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.20 21.95 NA NA
2025 -9.43 8.81 13.31 2.80
2024 8.92 -2.00 10.56 0.28
2023 3.84 6.24 -4.29 12.76
2022 -7.67 -16.45 -4.05 7.43
2021 14.24 6.79 -2.18 3.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 24.6514.8118.3519.06-20.4923.096.3324.63-9.4211.1421.69
% Total Return Rel to Index 7.80-3.40-6.66-7.18-2.29-5.58-12.07-6.85-5.03-10.659.75
% Total Return Rel to Peer 4.857.506.432.98-0.973.78-12.66-0.801.34-4.455.74
% Perf Quintile vs Peer* 1.001.001.002.003.003.004.003.003.004.002.00
% Dividends 0.000.060.190.000.050.000.010.000.000.000.02
% Yield 0.000.230.650.240.230.000.020.000.000.000.10
Capital Gains ($) 0.002.853.310.000.008.590.000.001.390.000.00
Expense Ratio 0.001.451.451.461.461.461.471.481.481.491.50

* 1 = Top 20%, 5 = Bottom 20%