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Goldman Sachs Large Cap Value Instl GSLIX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 17.00  /  +1.43 %
  • Total Assets 441.7 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.28%
  • Turnover 57%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:40 PM GMT+0

Morningstar’s Analysis GSLIX

Will GSLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Large Cap Value Instl to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings GSLIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

3.65 15.3 Mil
Energy

JPMorgan Chase & Co

3.36 14.1 Mil
Financial Services

Walmart Inc

2.31 9.7 Mil
Consumer Defensive

CVS Health Corp

2.30 9.6 Mil
Healthcare

Danaher Corp

2.22 9.3 Mil
Healthcare

BlackRock Inc

2.05 8.6 Mil
Financial Services

Eaton Corp PLC

2.00 8.4 Mil
Industrials

Bank of America Corp

1.96 8.2 Mil
Financial Services

General Electric Co

1.94 8.1 Mil
Industrials

Alphabet Inc Class A

1.86 7.8 Mil
Communication Services