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Morningstar

Goldman Sachs Investment Grd Crdt Instl GSGDX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 7.76  /  −0.24 %
  • Total Assets 649.9 Mil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 4.46%
  • Effective Duration 6.89 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GSGDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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-cheapest fee quintile among peers.

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Portfolio Holdings GSGDX

More GSGDX Holdings
  • 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