Goldman Sachs Emerging Market Debt’s team and process underwent changes over the past few years that are yet to provide it with an edge over its emerging-market debt competitors. The strategy retains its Morningstar Analyst Rating of Neutral for its cheaper share classes, while under our enhanced methodology (which places a heavier emphasis on fees), its more expensive C share class is downgraded to Negative.
Goldman Sachs Emerging Markets Dbt Instl GSDIX
NAV / 1-Day Return
9.63
/
0.64
%
Total Assets
700.7 Mil
Adj. Expense Ratio
0.870%
Expense Ratio
0.870%
Fee Level
Above Average
Longest Manager Tenure
18.61
years
Category
Emerging Markets Bond
Credit Quality / Interest Rate Sensitivity
Low / ExtensiveMin. Initial Investment
1,000,000
Status
Open
TTM Yield
5.24%
Effective Duration
7.91
years
Morningstar’s Fund Analysis GSDIX
Will GSDIX 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 GSDIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GSDIX 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 GSDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Team and process changes are still settling in here.
