Morningstar

Goldman Sachs Large Cap Value Fund Class C GSVCX

Morningstar Medalist Rating
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Medalist Rating as of See Goldman Sachs Investment Hub
  • NAV / 1-Day Return $16.79  /  +0.66 %
  • Fund Size $473.1M
  • Adjusted Expense Ratio 1.750%
  • Net Expense Ratio 1.750%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 74%
NAV and 1-Day Return as of

Morningstar’s Analysis GSVCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Large Cap Value C 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
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Portfolio Holdings GSVCX

More GSVCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.65 35M
Consumer Cyclical

Microsoft Corp

6.71 31M
Technology

Apple Inc

4.65 21M
Technology

Berkshire Hathaway Inc Class B

3.92 18M
Financial Services

JPMorgan Chase & Co

3.88 18M
Financial Services

Johnson & Johnson

2.87 13M
Healthcare

Merck & Co Inc

2.80 13M
Healthcare

Thermo Fisher Scientific Inc

2.69 12M
Healthcare

Walmart Inc

2.60 12M
Consumer Defensive

ConocoPhillips

2.36 11M
Energy

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