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Morningstar

Goldman Sachs Large Cap Value C GSVCX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 13.56  /  1.60 %
  • Total Assets 414.4 Mil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.36%
  • Turnover 46%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 12:18 AM GMT+0

Morningstar’s Analysis GSVCX

Will GSVCX 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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Large Cap Value 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSVCX

More GSVCX Holdings
  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

3.67
15,988,723
Energy

JPMorgan Chase & Co

3.62
15,763,660
Financial Services

Walmart Inc

2.71
11,785,671
Consumer Defensive

Johnson & Johnson

2.21
9,624,822
Healthcare

Bank of America Corp

2.01
8,754,639
Financial Services

Eaton Corp PLC

1.95
8,494,263
Industrials

Bristol-Myers Squibb Co

1.91
8,297,576
Healthcare

Zimmer Biomet Holdings Inc

1.88
8,191,456
Healthcare

BlackRock Inc

1.86
8,074,589
Financial Services

Oracle Corp

1.84
8,009,041
Technology