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Morningstar

Goldman Sachs US Eq Div and Premium C GSPQX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 16.67  /  +0.85 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • 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 0.31%
  • Turnover 30%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:52 PM GMT+0

Morningstar’s Analysis GSPQX

Will GSPQX 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 GSPQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Income, but with trade-offs.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Solid quantitative expertise ensures that Goldman Sachs US Equity Dividend and Premium is well-run, but its systematic approach has limitations.

by Chris Tate
Rated on Published on

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Portfolio Holdings GSPQX

More GSPQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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