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Goldman Sachs Large Cp Val Insghts A GCVAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
25.90  /  0.08 %
Total Assets
412.5 Mil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Below Average
Longest Manager Tenure
9.75 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.05%
Turnover
212%

USD | NAV as of Jun 23, 2021 | 1-Day Return as of Jun 23, 2021, 10:37 PM GMT+00:00

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Morningstar’s Analysis

Will GCVAX outperform in future?

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

Process Pillar

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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

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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

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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.

Analyst

Summary

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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.

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