GTTRX

Active

Goldman Sachs Small Cap Value Insights Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.45%
Annual Cost per $10K
$145.00
30-Year Fee Drag per $10K
$25,570
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+8.23%

Asset Allocation

US Equity
94%
Intl Equity
6%
Cash
1%

Fee Comparison

GTTRX
1.45%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

37% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+35.52%3Y
Compare to

Fee Impact Calculator

$
%
GTTRX at 1.45%$252,765
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$127,848
Cost vs index fund−$124,659

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
GTTRXGoldman Sachs Small Cap Value Insights Fund1.45%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FBCCXFidelity Blue Chip Growth Fund0.97%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
OIEFXJPMorgan Equity Income Fund0.95%
CDIRXColumbia Dividend Income Fund1.15%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
MFEGXMFS Growth Fund0.83%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
JMUEXJPMorgan U.S. Equity Fund0.94%
HRCAXHarbor Capital Appreciation Fund0.92%
RRMGXT. Rowe Price Mid-Cap Growth Fund, Inc.1.29%
JGACXJPMorgan Growth Advantage Fund0.99%
FRDRXFranklin Rising Dividends Fund1.08%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
FOCKXFidelity OTC Portfolio1.05%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
JENIXThe Jensen Quality Growth Fund Inc1.26%
FDNRXFranklin Dynatech Fund1.07%
TWUAXUltra Fund1.14%
GETGXVictory Sycamore Established Value Fund0.89%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
OAKMXOakmark Fund0.91%
JHQAXJPMorgan Hedged Equity Fund0.82%
SBLGXClearBridge Large Cap Growth Fund1.01%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
FLMVXJPMorgan Mid Cap Value Fund1.09%
PGORXPutnam Large Cap Growth Fund0.93%
CCIFXColumbia Seligman Technology and Information Fund0.91%
ESPAXAllspring Special Small Cap Value Fund1.17%
PBCJXBlue Chip Fund0.92%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
JGAQXJPMorgan Value Advantage Fund0.99%
PLFMXLargeCap S&P 500 Index Fund1.29%
HGIRXHARTFORD CORE EQUITY FUND1.08%
JSECXJPMorgan Small Cap Equity Fund1.24%
ERSMXEaton Vance Atlanta Capital SMID-Cap Fund1.37%
TWCGXGrowth Fund0.89%
PLCGXLargeCap Growth Fund I0.94%
SHAPXClearBridge Appreciation Fund0.91%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
DCCAXMacquarie Small Cap Core Fund1.06%
ILGRXMacquarie Large Cap Growth Fund0.89%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
DEVLXMacquarie Small Cap Value Fund1.10%
SDGAXDWS Capital Growth Fund1.30%
JGAVXJPMorgan U.S. Value Fund0.94%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
PRSCXT. Rowe Price Science & Technology Fund, Inc.0.79%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
CGWRXColumbia Cornerstone Growth Fund0.97%
DAGVXBNY Mellon Dynamic Value Fund0.93%
AQEAXColumbia Disciplined Core Fund0.94%
FGRAXFranklin Growth Opportunities Fund0.94%
MFRBXMFS Research Fund1.52%
CSIEXCalvert Equity Fund0.90%
BSCUXBARON SMALL CAP FUND1.05%
FKUQXFranklin Utilities Fund0.81%
PABVXMidCap Value Fund I1.19%
BARUXBARON ASSET FUND1.04%
OAKLXOakmark Select Fund0.98%
LGLAXLord Abbett Growth Leaders Fund0.90%
SCDGXDWS Core Equity Fund1.24%
LMPFXClearBridge Growth Fund1.13%
GATEXGateway Fund0.94%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
CVGCXCalamos Growth Fund1.29%
FTLSFirst Trust Long/Short Equity ETF1.38%
MEFAXMassMutual Mid Cap Growth Fund1.11%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
BPTUXBaron Partners Fund1.99%
JLCYXFundamental Large Cap Core Fund1.16%
HAGCXCarillon Eagle Mid Cap Growth Fund1.71%
SVFIXSmead Value Fund0.90%
ATHGXHeritage Fund0.80%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
TWCAXSelect Fund1.15%
HFMSXTHE HARTFORD MIDCAP FUND1.15%
VVIPXVoya VACS Index Series S Portfolio
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
GSPAXGoldman Sachs U.S. Equity Dividend and Premium Fund1.01%
HGOTXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.83%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
ASMMXInvesco Summit Fund1.23%
ACUIXColumbia Dividend Opportunity Fund1.03%
FSGRXFranklin Small Cap Growth Fund1.08%
USGLXU.S. Global Leaders Growth Fund1.13%
DLCZXDestinations Large Cap Equity Fund0.81%
AFDAXLarge Cap Equity Fund1.04%
HLSCXHARTFORD DISCIPLINED EQUITY HLS FUND1.09%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
PMDAXSmall-MidCap Dividend Income Fund1.12%

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