Skip to Content

Goldman Sachs U.S. Equity ESG C GCGVX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 19.55  /  +0.67 %
  • Total Assets 29.2 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield
  • Turnover 34%

USD | NAV as of Jul 13, 2024 | 1-Day Return as of Jul 13, 2024, 12:01 AM GMT+0

Morningstar’s Analysis GCGVX

Will GCGVX outperform in future?

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

Goldman Sachs U.S. Equity ESG C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GCGVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.37 2.6 Mil
Technology

Alphabet Inc Class A

5.36 1.5 Mil
Communication Services

Apple Inc

4.92 1.3 Mil
Technology

NVIDIA Corp

4.31 1.2 Mil
Technology

JPMorgan Chase & Co

4.03 1.1 Mil
Financial Services

Eli Lilly and Co

3.13 857,312
Healthcare

Procter & Gamble Co

3.04 834,614
Consumer Defensive

McDonald's Corp

2.70 741,247
Consumer Cyclical

Morgan Stanley

2.56 701,021
Financial Services

Cisco Systems Inc

2.55 700,187
Technology