Morningstar

Goldman Sachs Rising Dividend Growth Fund Class R GSRRX

Morningstar Medalist Rating
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Medalist Rating as of See Goldman Sachs Investment Hub
  • NAV / 1-Day Return $11.80  /  −0.34 %
  • Fund Size $399.0M
  • Adjusted Expense Ratio 1.260%
  • Net Expense Ratio 1.260%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.02%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis GSRRX

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

  • People Pillar

    The People Pillar is our evaluation of the GSRRX 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 GSRRX’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 R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GSRRX

More GSRRX 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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