GSQRX Mutual Fund

GSQRX Mutual Fund (Goldman Sachs Small Cap Value Fund Class R) is managed by Goldman Sachs Asset Management with $30.2M in net assets. GSQRX expense ratio is 1.51%, holding 169 positions across sectors including Financials, Industrials, Health Care. Inception date: 2007-11-30.

GSQRX performance shows a YTD return of 15.49%. The 1-year return is 20.58% and the 5-year return is 5.65%. GSQRX dividend yield stands at 0.25%, paid annually.

GSQRX top holdings include Jackson Financial Inc USD (2.0%), Terex Corp (1.9%), Corporate Office Properties Trust (1.7%), Umb Financial Corp. (1.6%), Atlantic Union Bankshares Corp. (1.6%). Go to all GSQRX holdings, GSQRX sectors, or GSQRX dividends.

GSQRX can be compared against other funds. Use GSQRX overlap to find shared positions, or GSQRX vs another fund for a side-by-side view. GSQRX alternatives are available via the screener, along with tax-loss harvesting opportunities.