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Goldman Sachs Large Cp Val Insghts A GCVAX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 23.10  /  0.09 %
  • Total Assets 365.7 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.20%
  • Turnover 208%

Morningstar’s Analysis GCVAX

Will GCVAX outperform in future?

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

A worthwhile quantitative offering at the right price.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

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.

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Portfolio Holdings GCVAX

  • Current Portfolio Date
  • Equity Holdings 156
  • Bond Holdings 0
  • Other Holdings 4
  • % 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
30,538,812
4.18
15,501,161
Financial Services
1.91
7,068,313
Financial Services
1.85
6,867,797
Basic Materials
1.43
5,295,837
Consumer Defensive
1.30
4,832,616
Healthcare
1.30
4,809,506
Energy
1.24
4,604,759
Financial Services
1.21
4,503,464
Healthcare