GSQRX Mutual Fund

GSQRX Mutual Fund (Goldman Sachs Small Cap Value Fund Class R) is managed by Goldman Sachs Asset Management with $32.1M in net assets. GSQRX expense ratio is 1.51%, holding 168 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2007-11-30.

GSQRX performance shows a YTD return of 19.52%. The 1-year return is 33.29% and the 5-year return is 7.59%. GSQRX dividend yield stands at 20.11%, paid annually.

GSQRX top holdings include Terex Corp (2.0%), Glacier Bancorp Inc (1.6%), Corporate Office Properties Trust (1.6%), Umb Financial Corp (1.6%), Atlantic Union Bankshares Corp Common Stock USD 1.33 (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.