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Morningstar

Goldman Sachs U.S. Equity ESG C GCGVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.97  /  1.42 %
  • Total Assets 22.2 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.790%
  • 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 0.00
  • Turnover 114%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GCGVX

Will GCGVX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GCGVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GCGVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GCGVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Goldman Sachs U.S. Equity ESG C to a Morningstar Quantitative Rating of Negative. 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.

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