Morningstar

Goldman Sachs Large Cap Value Insights Fund Class A GCVAX

Morningstar Medalist Rating
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Medalist Rating as of See Goldman Sachs Investment Hub
  • NAV / 1-Day Return $29.26  /  +0.79 %
  • Fund Size $778.3M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.61%
  • Turnover Ratio 213%
NAV and 1-Day Return as of

Morningstar’s Analysis GCVAX

Will GCVAX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Large Cp Val Insghts A 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GCVAX

More GCVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Berkshire Hathaway Inc Class B

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E-mini S&P 500 Future Sept 26

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—

Johnson & Johnson

1.88 14M
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ExxonMobil Holdings Corp

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Energy

Welltower Inc

1.40 11M
Real Estate

CVS Health Corp

1.38 11M
Healthcare

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