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Morningstar

Goldman Sachs Rising Dividend Gr Instl GSRLX

Morningstar Analyst Rating
Quantitative rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 12.20  /  0.89 %
  • Total Assets 491.4 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.14%
  • Turnover 50%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis GSRLX

Will GSRLX 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 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.

Summary

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An upgrade in its Process Pillar rating is the primary driver of Goldman Sachs Rising Dividend Gr Instl's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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