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Morningstar

Goldman Sachs Rising Dividend Gr C GSRCX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 11.80  /  0.00
  • Total Assets 471.6 Mil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.91%
  • Turnover 45%

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

Morningstar’s Analysis GSRCX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Rising Dividend Gr C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSRCX

More GSRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

2.26 10.7 Mil
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Applied Materials Inc

2.19 10.3 Mil
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Texas Instruments Inc

2.18 10.3 Mil
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Intuit Inc

2.16 10.2 Mil
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Comcast Corp Class A

2.15 10.1 Mil
Communication Services

Energy Transfer LP

2.08 9.8 Mil
Energy

Enterprise Products Partners LP

2.03 9.6 Mil
Energy

KLA Corp

1.93 9.1 Mil
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MPLX LP Partnership Units

1.89 8.9 Mil
Energy

Oracle Corp

1.87 8.8 Mil
Technology