Advertisement
Skip to Content
Morningstar

Goldman Sachs High Yield Fl Rate Instl GSFRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.81  /  0.13 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.670%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 6.25%
  • Effective Duration 0.08 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GSFRX

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

People Pillar

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

Summary

|

Weakness in Goldman Sachs High Yield Fl Rate Instl's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor