Morningstar

Goldman Sachs Large Cap Value Fund Class P GMYPX

Morningstar Medalist Rating
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Medalist Rating as of See Goldman Sachs Investment Hub
  • NAV / 1-Day Return $19.75  /  +0.66 %
  • Fund Size $473.1M
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.81%
  • Turnover Ratio 74%
NAV and 1-Day Return as of

Morningstar’s Analysis GMYPX

Will GMYPX outperform in the 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 GMYPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Large Cap Value P holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings GMYPX

More GMYPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

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Financial Services

JPMorgan Chase & Co

3.88 18M
Financial Services

Johnson & Johnson

2.87 13M
Healthcare

Merck & Co Inc

2.80 13M
Healthcare

Thermo Fisher Scientific Inc

2.69 12M
Healthcare

Walmart Inc

2.60 12M
Consumer Defensive

ConocoPhillips

2.36 11M
Energy

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