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Morningstar

Goldman Sachs Satellite Strategies R GXSRX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 7.16  /  1.24 %
  • Total Assets 67.0 Mil
  • Adj. Expense Ratio
    1.630%
  • Expense Ratio 1.630%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.62%
  • Turnover 25%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 11:58 PM GMT+0

Morningstar’s Analysis GXSRX

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

People Pillar

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

Goldman Sachs Announces Multi-Asset Leadership Changes; Ratings Maintained

null Adam Millson

Adam Millson

Analyst Note

On May 23, 2023, Goldman Sachs Asset Management announced multiple leadership changes impacting the firm's multi-asset solutions, or MAS, group. However, the changes do not alter Goldman Sachs Satellite Strategies' Morningstar Medalist Ratings of Neutral for its cheapest share classes and Negative for its priciest offering.

by Adam Millson
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GXSRX

More GXSRX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 14
  • % Assets in Top 10 Holdings 91.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs Intl Sm Cp Insghts R6

21.79
16,139,841
—

Goldman Sachs Global Infras R6

20.24
14,991,522
—

Goldman Sachs Emerging Markets Dbt R6

11.95
8,853,790
—

Goldman Sachs Infl Protected Secs R6

8.77
6,494,509
—

Goldman Sachs Em Mkts Eq Insghts R6

6.33
4,687,872
—

Goldman Sachs Global Rl Estt Secs R6

6.14
4,550,470
—

Goldman Sachs High Yield R6

4.94
3,656,697
—

Goldman Sachs High Yield Fl Rate R6

4.07
3,012,066
—

Goldman Sachs Emerging Markets Eq R6

3.93
2,912,210
—

Goldman Sachs ActiveBeta® EMkts Eq ETF

3.76
2,787,039
—