Morningstar

Goldman Sachs Income Builder Fund Class C GSBCX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $26.78  /  −0.26 %
  • Fund Size $2.8B
  • Adjusted Expense Ratio 1.560%
  • Net Expense Ratio 1.530%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.34%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis GSBCX

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

  • People Pillar

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

A collaborative approach to multi-asset income.

Associate Analyst Mary Marshall

Mary Marshall

Associate Analyst

Summary

Goldman Sachs Income Builder’s approach, favoring high-yield credit, has rewarded investors consistently. However, a lack of stability among the manager roster limits our conviction in this strategy.

by Mary Marshall
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Portfolio Holdings GSBCX

More GSBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sr232920 Irs Usd R F 3.25000

6.62 167M
Government

Sr232917 Irs Usd R F 3.25000

5.57 141M
Government

Goldman Sachs Nasdaq-100 Premium Inc ETF

3.46 87M
—

Us Ultra Bond Cbt Jun25

2.80 71M
Government

S+p500 Emini Fut Jun25

1.95 49M
—

Us Long Bond(Cbt) Jun25

1.88 47M
Government

Long Gilt Future Jun25

1.71 43M
Government

Goldman Sachs MLP Energy Infras R6

1.59 40M
—

Goldman Sachs FS Government Instl

1.37 35M
Cash and Equivalents

JPMorgan Chase & Co

1.31 33M
Financial Services

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