A team of credentialed quantitative investors lead Goldman Sachs US Equity Dividend and Premium, but its systematic approach doesn’t stand out and maintains a Morningstar Analyst Rating of Neutral across cheaper share classes and drops its most expensive to Negative.
- NAV / 1-Day Return 15.27 / 0.39 %
- Total Assets 3.1 Bil
-
Adj. Expense Ratio
0.690%
- Expense Ratio 0.690%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Derivative Income
- Investment Style Large Blend
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 1.45%
- Turnover 38%
Morningstar’s Analysis GSPKX
Will GSPKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 290
- Bond Holdings 0
- Other Holdings 6
- % Assets in Top 10 Holdings 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector