Morningstar

Goldman Sachs Equity Income Fund Class C GSGCX

Morningstar Medalist Rating
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Medalist Rating as of See Goldman Sachs Investment Hub
  • NAV / 1-Day Return $52.25  /  +0.73 %
  • Fund Size $471.6M
  • Adjusted Expense Ratio 1.740%
  • Net Expense Ratio 1.740%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.24%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis GSGCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Equity Income C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings GSGCX

More GSGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.40 34M
Technology

Apple Inc

4.15 19M
Technology

JPMorgan Chase & Co

4.01 18M
Financial Services

ExxonMobil Holdings Corp

3.41 16M
Energy

Johnson & Johnson

3.39 15M
Healthcare

Merck & Co Inc

2.95 13M
Healthcare

Bank of America Corp

2.25 10M
Financial Services

Cisco Systems Inc

2.11 10M
Technology

Walmart Inc

1.92 9M
Consumer Defensive

Linde PLC

1.91 9M
Basic Materials

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