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Goldman Sachs Large Cp Val Insghts Inv GCVTX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 25.17  /  −0.79 %
  • Total Assets 381.4 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.31%
  • Turnover 208%

USD | NAV as of Jul 20, 2024 | 1-Day Return as of Jul 20, 2024, 12:25 AM GMT+0

Morningstar’s Analysis GCVTX

Will GCVTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A true quant offering.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

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Portfolio Holdings GCVTX

  • 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