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Goldman Sachs Investment Grd Crdt Instl GSGDX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 7.96  /  +0.54 %
  • Total Assets 654.9 Mil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 4.45%
  • Effective Duration 6.89 years

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis GSGDX

Will GSGDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Goldman Sachs Investment Grd Crdt Instl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings GSGDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co. 4.586%

1.72 11.0 Mil
Corporate

Us Dollar

1.30 8.4 Mil
Cash and Equivalents

Bank of America Corp. 4.571%

1.23 7.9 Mil
Corporate

UBS Group AG 4.282%

1.09 7.0 Mil
Corporate

Goldman Sachs FS Government Instl

1.08 6.9 Mil
Cash and Equivalents

Charter Communications Operating, LLC/Charter Communications Operating Capi

1.06 6.8 Mil
Corporate

Morgan Stanley 5.449%

1.04 6.7 Mil
Corporate

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.7%

1.01 6.5 Mil
Corporate

The J M Smucker Company 6.2%

1.01 6.5 Mil
Corporate

Bank of America Corp. 5.819%

1.00 6.4 Mil
Corporate