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Morningstar

Goldman Sachs Income Builder Inv GKIRX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 25.08  /  +0.72 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.23%
  • Turnover 29%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0

Morningstar’s Analysis GKIRX

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

  • People Pillar

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

Alexandra Wilson-Elizondo Promoted to Co-CIO of Goldman Sachs' Multi-Asset Solutions Group

null Ben Sater

Ben Sater

Analyst Note

On Dec. 13, 2023, Goldman Sachs Asset Management announced that Alexandra Wilson-Elizondo, portfolio manager on Goldman Sachs Income Builder, will be promoted to co-chief investment officer of the firm's multi-asset solutions group. She joins current CIO Neill Nuttall.

by Ben Sater
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GKIRX

More GKIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sr226849 Irs Usd R F 3.75000

6.66 148.9 Mil
Government

Sr226846 Irs Usd R F 3.75000

5.99 134.0 Mil
Government

Us Dollar

2.10 46.9 Mil
Cash and Equivalents

Goldman Sachs MLP Energy Infras R6

1.48 33.1 Mil
—

Goldman Sachs FS Government Instl

1.47 33.0 Mil
Cash and Equivalents

JPMorgan Chase & Co

1.34 29.8 Mil
Financial Services

Invesco QQQ Trust

1.13 25.2 Mil
—

Br226847 Irs Usd R V 00msofr

1.07 23.9 Mil
Government

Blackstone Inc

0.91 20.4 Mil
Financial Services

Exxon Mobil Corp

0.84 18.8 Mil
Energy