Skip to Content
Morningstar

Goldman Sachs Income Builder Inv GKIRX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 25.02  /  +0.60 %
  • 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 4.10%
  • Turnover 29%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM 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 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sr225670 Irs Usd R F 4.25000

6.64 144.0 Mil
Government

Sr225667 Irs Usd R F 4.25000

6.32 136.9 Mil
Government

Us Dollar

1.36 29.5 Mil
Cash and Equivalents

Goldman Sachs MLP Energy Infras R6

1.35 29.2 Mil
—

JPMorgan Chase & Co

1.21 26.3 Mil
Financial Services

Invesco QQQ Trust

1.07 23.3 Mil
—

Blackstone Inc

0.97 21.1 Mil
Financial Services

Goldman Sachs FS Government Instl

0.90 19.5 Mil
Cash and Equivalents

Rio Tinto PLC ADR

0.86 18.6 Mil
Basic Materials

Bank of America Corp

0.81 17.6 Mil
Financial Services