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Morningstar

Goldman Sachs Large Cp Val Insghts C GCVCX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 21.72  /  0.05 %
  • Total Assets 355.9 Mil
  • Adj. Expense Ratio
    1.680%
  • Expense Ratio 1.680%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.44%
  • Turnover 209%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:17 PM GMT+0

Morningstar’s Analysis GCVCX

Will GCVCX 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 GCVCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GCVCX 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 GCVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Paul Ruppe
Rated on Published on

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Portfolio Holdings GCVCX

More GCVCX Holdings
  • Current Portfolio Date
  • Equity Holdings 167
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

4.32
14,679,548
Financial Services

Johnson & Johnson

2.33
7,924,001
Healthcare

JPMorgan Chase & Co

2.24
7,614,462
Financial Services

Bank of America Corp

2.10
7,129,408
Financial Services

Walmart Inc

1.94
6,591,507
Consumer Defensive

Prologis Inc

1.62
5,511,455
Real Estate

Bristol-Myers Squibb Co

1.60
5,435,095
Healthcare

Elevance Health Inc

1.58
5,378,469
Healthcare

Boeing Co

1.58
5,351,195
Industrials

Mondelez International Inc Class A

1.54
5,231,502
Consumer Defensive