Goldman Sachs Large Cap Value Insights’ well-resourced investment team and decent quantitative approach earn the strategy’s share classes Morningstar Analyst Ratings of Bronze or Neutral, depending on fees.
Goldman Sachs Large Cp Val Insghts R GCVRX
- NAV / 1-Day Return 23.98 / +0.33 %
- Total Assets 379.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.180%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.94%
- Turnover 208%
USD | NAV as of Mar 19, 2024 | 1-Day Return as of Mar 19, 2024, 12:22 AM GMT+0
Morningstar’s Analysis GCVRX
Will GCVRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
E-mini S&P 500 Future Dec 23 | 8.24 | 30.5 Mil | — |
Berkshire Hathaway Inc Class B | 4.18 | 15.5 Mil | Financial Services |
Bank of America Corp | 1.91 | 7.1 Mil | Financial Services |
Linde PLC | 1.85 | 6.9 Mil | Basic Materials |
International Business Machines Corp | 1.66 | 6.2 Mil | Technology |
Philip Morris International Inc | 1.43 | 5.3 Mil | Consumer Defensive |
Elevance Health Inc | 1.30 | 4.8 Mil | Healthcare |
Exxon Mobil Corp | 1.30 | 4.8 Mil | Energy |
CME Group Inc Class A | 1.24 | 4.6 Mil | Financial Services |
Bristol-Myers Squibb Co | 1.21 | 4.5 Mil | Healthcare |