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Goldman Sachs Income Builder Inv GKIRX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
27.43  /  0.04 %
Total Assets
2.2 Bil
Adj. Expense Ratio
0.560%
Expense Ratio
0.560%
Fee Level
Below Average
Longest Manager Tenure
8.38 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
3.05%
Turnover
46%

USD | NAV as of Jun 14, 2021 | 1-Day Return as of Jun 14, 2021, 10:29 PM GMT+00:00

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Morningstar’s Analysis

Will GKIRX outperform in future?

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

Process Pillar

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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

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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

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

Manager Departure at Goldman Sachs Income Builder

Director

Analyst Note

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Goldman Sachs unexpectedly announced that Chris Lvoff, comanager of Goldman Sachs Income Builder since February 2019, will leave the firm in June 2021. Neill Nuttall, CIO of the firm’s multi-asset group, has replaced Lvoff on the fund’s management roster and assumed his responsibilities on the strategy.

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