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 14.55 / 0.00
- Total Assets 3.0 Bil
-
Adj. Expense Ratio
1.800%
- Expense Ratio 1.770%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Derivative Income
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.50%
- Turnover 38%
Morningstar’s Analysis GSPQX
Will GSPQX 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 298
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector