Goldman Sachs Large Cap Value Insights Fund Service Class GCLSX

Morningstar Medalist Rating
  • NAV / 1-Day Return$30.13  /  +0.20%
  • Fund Size$798.5M
  • Adjusted Expense Ratio1.060%
  • Net Expense Ratio1.060%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.47%
  • Turnover Ratio213%

Morningstar’s Analysis GCLSX

Will GCLSX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Large Cp Val Insghts Svc holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings GCLSX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.4349M
Technology

Amazon.com Inc

6.1747M
Consumer Cyclical

JPMorgan Chase & Co

3.5627M
Financial Services

Microsoft Corp

3.3326M
Technology

Berkshire Hathaway Inc Class B

2.7821M
Financial Services

E-mini S&P 500 Future Sept 26

2.2117M
—

Johnson & Johnson

1.8814M
Healthcare

ExxonMobil Holdings Corp

1.6813M
Energy

Welltower Inc

1.4011M
Real Estate

CVS Health Corp

1.3811M
Healthcare

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