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

(NASDAQ Mutual Funds) As of Mar 13, 2026 07:30 PM ET

$26.25 USD

-0.09 (-0.34%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 9.22 20
3 months 10.43 15
6 months 16.74 7
1 Year 31.67 5
3 Year 18.06 5
5 Year 9.54 15
10 Year 11.87 28

* 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) 790.37

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.75
5 Year 9.80
10 Year 9.99
Since Inception 8.41

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.43 8.81 13.31 3.65
2024 8.92 -2.00 10.56 0.28
2023 3.84 6.24 -4.29 12.76
2022 -7.67 -16.46 -4.05 7.43
2021 14.23 6.79 -2.18 3.15

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.2215.7518.3519.06-20.4923.106.3324.63-9.4211.1421.69
% Total Return Rel to Index 3.20-2.46-6.66-7.18-2.29-5.57-12.07-6.85-5.03-10.659.75
% Total Return Rel to Peer 0.018.456.432.98-0.973.79-12.66-0.801.34-4.455.74
% Perf Quintile vs Peer* 3.001.000.002.003.003.004.003.003.004.002.00
% Dividends 0.000.060.190.000.050.000.010.000.000.000.02
% Yield 0.000.220.650.240.230.000.020.000.000.000.10
Capital Gains ($) 0.002.863.310.000.008.600.000.001.390.000.00
Expense Ratio 0.001.451.451.461.461.461.471.481.481.491.50

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