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Morningstar

Goldman Sachs Large Cap Core R6 GSPUX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 37.49  /  −0.27 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.50%
  • Turnover 42%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis GSPUX

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

  • People Pillar

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

An index-like, analyst-run fund.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Tight constraints and personnel changes limit the appeal of Goldman Sachs Large Cap Core (formerly Goldman Sachs Capital Growth).

by Tony Thorn
Rated on Published on

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Portfolio Holdings GSPUX

More GSPUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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