Morningstar

Goldman Sachs Large Cap Value Insights Fund Class R6 GCVUX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 28.48  /  +0.21 %
  • Total Assets 736.2M
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.98%
  • Turnover 213%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis GCVUX

Will GCVUX outperform in the 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 GCVUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Large Cp Val Insghts R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings GCVUX

More GCVUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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3.64 24M
Financial Services

Berkshire Hathaway Inc Class B

3.47 23M
Financial Services

Alphabet Inc Class A

3.27 22M
Communication Services

Johnson & Johnson

2.70 18M
Healthcare

Exxon Mobil Corp

2.45 16M
Energy

Amazon.com Inc

1.98 13M
Consumer Cyclical

Bank of America Corp

1.96 13M
Financial Services

Linde PLC

1.76 12M
Basic Materials

Micron Technology Inc

1.61 11M
Technology

Meta Platforms Inc Class A

1.57 11M
Communication Services

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