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Morningstar

Goldman Sachs Strategic Income C GSZCX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 9.25  /  −0.11 %
  • Total Assets 673.1 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.14%
  • Effective Duration 0.13 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis GSZCX

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

  • People Pillar

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

Increased confidence in Goldman Sachs Strategic Income C's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from 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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings GSZCX

More GSZCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −2.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 5.5%

29.54 187.9 Mil
Securitized

Federal National Mortgage Association 3.5%

27.11 172.5 Mil
Securitized

Federal National Mortgage Association 6.5%

25.77 164.0 Mil
Securitized

Usd Margin Currency

25.17 160.1 Mil
Cash and Equivalents

Government National Mortgage Association 6.5%

19.19 122.1 Mil
Securitized

Government National Mortgage Association 5.5%

15.18 96.6 Mil
Securitized

Us Dollar

14.54 92.5 Mil
Cash and Equivalents

Federal National Mortgage Association 3.5%

13.57 86.3 Mil
Securitized

Government National Mortgage Association 6%

12.95 82.4 Mil
Securitized

Federal National Mortgage Association 6%

12.94 82.3 Mil
Securitized