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Morningstar

Goldman Sachs Large Cp Val Insghts R GCVRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 22.10  /  1.66 %
  • Total Assets 370.6 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.82%
  • Turnover 209%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GCVRX

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

People Pillar

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

A suitable quantitative offering.

Analyst

Summary

| by Paul Ruppe

Goldman Sachs Large Cap Value Insights’ seasoned and well-supported management team plies a decent quantitative approach and earns the strategy’s share classes Morningstar Analyst Ratings of either Bronze or Neutral, depending on fees.

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