Morningstar

Goldman Sachs Rising Dividend Growth Fund Institutional Class GSRLX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 13.53  /  0.00
  • Total Assets 418.6M
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.38%
  • Turnover 35%

USD | NAV as of Aug 11, 2026 | 1-Day Return as of Aug 11, 2026, 12:14 AM GMT+0

Morningstar’s Analysis GSRLX

Will GSRLX outperform in the 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 GSRLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Rising Dividend Gr Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GSRLX

More GSRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Comcast Corp Class A

2.70 10M
Communication Services

NextEra Energy Inc

2.40 9M
Utilities

NVIDIA Corp

2.18 8M
Technology

Microsoft Corp

2.03 7M
Technology

Amphenol Corp Class A

1.98 7M
Technology

Oracle Corp

1.93 7M
Technology

Lam Research Corp

1.80 7M
Technology

Motorola Solutions Inc

1.79 7M
Technology

Accenture PLC Class A

1.78 7M
Technology

Texas Instruments Inc

1.76 6M
Technology

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