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Morningstar

Goldman Sachs Core Fixed Income R GDFRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.38  /  0.22 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.30%
  • Effective Duration 6.14 years

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis GDFRX

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

People Pillar

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

Still looking for an edge.

Analyst

Summary

| by Thomas Murphy

Goldman Sachs Core Fixed Income’s team is settling in after organizational changes and process refinements. While these changes are encouraging, the strategy has yet to prove an advantage over its peers. The strategy’s cheapest shares retain a Morningstar Analyst Rating of Neutral, while its more-expensive ones receive a Negative rating.

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