Goldman Sachs Small Cap Value Insights Fund
GSITX
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- Goldman Sachs Small Cap Value Insights Fund (GSITX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in a broadly diversified portfolio of equity securities issued by small-capitalization U.S. companies, including foreign issuers traded in the United States; it normally invests at least 80% of its net assets plus any borrowings for investment purposes in such small-cap value stocks, employing a combination of fundamental research, quantitative techniques, and proprietary multifactor models to identify mispriced securities and high-quality businesses across sectors such as financial services, real estate, industrials, consumer cyclical, and healthcare. The fund offers multiple share classes including Institutional (GSITX), Class A (GSATX), Class C (GSCTX), Class I (GSITX equivalent in some contexts), Class R (GTTUX), and Class R6 (GTTTX), with a net expense ratio of 0.84% for the Institutional class, approximately 503 holdings, a weighted average market cap in the small value category, and top holdings such as Jackson Financial Inc., SkyWest Inc., ONE Gas Inc., Black Hills Corp., and E-mini Russell 2000 Index Futures; it benchmarks performance against the Russell 2000 Value Index and maintains a portfolio turnover of around 152%. Launched on June 25, 2007, and managed by a team including Len Ioffe (since 2011), Osman Ali (since 2012), Dennis Walsh (since 2013), Takashi Suwabe (since 2021), and Joseph Kogan (since 2024), the fund is domiciled in the United States with total net assets of approximately $867 million to $870 million and targets institutional and large investors seeking exposure to small-cap value opportunities. Operated by Goldman Sachs Asset Management, a division of The Goldman Sachs Group, Inc. headquartered in New York, the fund focuses on U.S. domestic markets with minor non-U.S. equity exposure (around 2%) across emerging Asia, Latin America, Europe ex-Eurozone, and Canada, serving customers in the small value segment of the equity mutual fund industry. In recent developments, Goldman Sachs Asset Management has pursued strategic expansions in its broader asset management platform, including the October 2025 announcement of the acquisition of Industry Ventures, a $7 billion venture capital platform, to enhance alternatives investing capabilities, and the December 2025 agreement to acquire Innovator Capital Management, a $28 billion defined outcome ETF provider, positioning the firm as a top active ETF issuer; additionally, in December 2025, the firm completed the conversion of four unrelated mutual funds totaling $1.5 billion in assets under supervision to actively managed ETFs for improved tax efficiency and liquidity, though GSITX itself remains a mutual fund structure amid these portfolio-wide shifts.