An impressive group of researchers runs Goldman Sachs Large Cap Value Insights in a true quantitative fashion. For investors seeking large-cap value exposure, this strategy is a decent offering.
Goldman Sachs Large Cp Val Insghts Instl GCVIX
- NAV / 1-Day Return 25.56 / +1.31 %
- Total Assets 382.9 Mil
-
Adj. Expense Ratio
0.570%
- Expense Ratio 0.570%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 1.40%
- Turnover 208%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:44 PM GMT+0
Morningstar’s Analysis GCVIX
Will GCVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 4.61 | 16.8 Mil | Financial Services |
Johnson & Johnson | 1.91 | 6.9 Mil | Healthcare |
Bank of America Corp | 1.78 | 6.5 Mil | Financial Services |
Linde PLC | 1.70 | 6.2 Mil | Basic Materials |
Citigroup Inc | 1.67 | 6.1 Mil | Financial Services |
ConocoPhillips | 1.65 | 6.0 Mil | Energy |
JPMorgan Chase & Co | 1.60 | 5.8 Mil | Financial Services |
Eaton Corp PLC | 1.58 | 5.8 Mil | Industrials |
Elevance Health Inc | 1.56 | 5.7 Mil | Healthcare |
Parker Hannifin Corp | 1.44 | 5.3 Mil | Industrials |