Goldman Sachs Large Cap Value Insights' improved talent retention contributes to increased confidence in the team's ability to reward investors over the long haul and earns the fund's four cheaper share classes an upgrade to a Morningstar Analyst Rating of Bronze, while its four more expensive share classes retain a Neutral rating.
Goldman Sachs Large Cp Val Insghts A GCVAX
NAV / 1-Day Return
23.68
/
0.50
%
Total Assets
386.5 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.
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
9.45
years
Category
Large Value
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
1.25%
Turnover
212%
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.
Improved retention in this quant bench's ranks boosts this strategy's prospects.
