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Goldman Sachs Small Cap Equity Insights Fund - Investor Class: (MF: GDSTX)

(NASDAQ Mutual Funds) As of Nov 16, 2018 08:15 PM ET

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$25.51 USD

+0.29 (1.15%)

Zacks MF Rank 1-Strong Buy 1        

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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Latest Performance as of Sep 30, 2018

Total Return %* Percentile Rank Objective
YTD 14.06 29
3 months 3.07 58
6 months 12.27 35
1 Year 17.65 34
3 Year 17.70 25
5 Year 12.21 19
10 Year 11.82 35

* Annual for three years and beyond.

Zacks Premium Research for GDSTX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 9.40
% Yield 0.06
% SEC Yield
Net Assets (Mil $) 9/30/2018 7.64
%Turnover 9/30/2018 110.00

Risk

3 Year 5 Year 10 Year
Beta 1.11 1.05 1.23
Alpha -0.86 -1.68 -1.91
R Squared 0.56 0.56 0.81
Std. Dev. 13.57 13.37 19.66
Sharpe 1.30 0.94 1.00

Sector / Country Weightings

As of 10/31/2018 % of Portfolio
Finance 19.93
Industrial Cyclical 14.59
Non-Durable 10.59
Technology 10.50
Other 10.03
Health 9.60
Services 8.36
Retail Trade 8.13
Energy 3.12
Utilities 2.69
Consumer Durables 2.46

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2018)
% of Portfolio Value (Mil$)
GOLDMAN SACHS FIN SQ FD G 1.76 5.75
American Eagle Outfitters 0.78 2.55
INSPERITY INC 0.78 2.54
TEXAS ROADHOUSE INC 0.75 2.46
CARPENTER TECHNOLOGY 0.73 2.37
CABOT MICROELECTRONICS CO 0.72 2.36
KLX INC 0.72 2.36
ENTEGRIS 0.70 2.30
FIRST CITIZENS BANCSHARES 0.71 2.30

Stock Holding % of Net Assets

As Of 4/30/2018
Total Issues 373
Avg. P/E 25.35
Avg. P/Book 2.87
Avg. EPS Growth 14.13
Avg. Market Value (Mil $) 2,329

Allocation

% of Portfolio
Large Growth 2.55
Large Value 0.00
Small Growth 24.30
Small Value 35.74
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 31.63
High Yield Bond 0.00