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 23.63 / −0.80 %
- Total Assets 371.1 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 1.33%
- Turnover 208%
USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:04 AM 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 20.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 4.63 | 16.5 Mil | Financial Services |
Bank of America Corp | 2.25 | 8.0 Mil | Financial Services |
Johnson & Johnson | 2.15 | 7.6 Mil | Healthcare |
Cisco Systems Inc | 2.01 | 7.1 Mil | Technology |
Linde PLC | 1.74 | 6.2 Mil | Basic Materials |
Boston Scientific Corp | 1.62 | 5.7 Mil | Healthcare |
Elevance Health Inc | 1.49 | 5.3 Mil | Healthcare |
JPMorgan Chase & Co | 1.49 | 5.3 Mil | Financial Services |
International Business Machines Corp | 1.47 | 5.2 Mil | Technology |
Capital One Financial Corp | 1.35 | 4.8 Mil | Financial Services |