A deep bench of quantitative researchers backs Goldman Sachs Large Cap Value Insights, but its research has not consistently beaten its passively managed rivals in the relatively efficient U.S. large-cap space. The cheaper R6, P, Investor, and Institutional shares earn a Morningstar Analyst Rating of Bronze while the pricier share classes are Neutral.
Goldman Sachs Large Cp Val Insghts A GCVAX
NAV / 1-Day Return
23.16
/
0.98
%
Total Assets
415.3 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.930%
Expense Ratio
0.930%
Fee Level
Below Average
Longest Manager Tenure
10.33
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.92%
Turnover
215%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will GCVAX 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 GCVAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GCVAX 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 GCVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A deep bench drives the team’s quant model, but it faces a higher hurdle in the efficient domestic large-cap space.
