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Morningstar

Goldman Sachs US Eq Div and Premium Inv GVIRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.80  /  0.29 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.790%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Derivative Income
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.50%
  • Turnover 19%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GVIRX

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

People Pillar

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

A reasonable approach that lacks distinction.

Senior Analyst

Summary

| by Erol Alitovski

A stable management team runs Goldman Sachs US Equity Dividend and Premium, but the strategy's systematic process lacks a clear edge. It continues to earn a Morningstar Analyst Rating of Neutral across all share classes.

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