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Morningstar

Goldman Sachs US Mortgages Investor GGIRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.21  /  0.31 %
  • Total Assets 231.7 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.530%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.47%
  • Effective Duration 6.03 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis GGIRX

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

People Pillar

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

Summary

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Weakness in Goldman Sachs US Mortgages Investor's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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