SVPBX – Goldman Sachs Strategic Vol Pre P Fund Stock Price | Morningstar

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NAV / 1-Day Return 9.64 / +0.31 %
Total Assets 412.6 Mil
Adj. Expense Ratio

0.510%
Expense Ratio 0.510%
Distribution Fee Level Below Average
Share Class Type No Load
Category Large Blend
Investment Style —
Min. Initial Investment —
Status Open
TTM Yield 4.29%
Turnover —

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:27 PM GMT+0

Will SVPBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVPBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Goldman Sachs Strategic Vol Pre P to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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Current Portfolio Date —
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings —

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