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Goldman Sachs Equity Income Instl GSIIX

Quantitative rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 43.72  /  0.36 %
  • Total Assets 427.3 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.93%
  • Turnover 17%

Morningstar’s Analysis GSIIX

Will GSIIX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Goldman Sachs Equity Income Instl to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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