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Morningstar

Goldman Sachs Large Cap Value Instl GSLIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.11  /  0.80 %
  • Total Assets 459.7 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.31%
  • Turnover 46%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:54 PM GMT+00:00

Morningstar’s Analysis GSLIX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Large Cap Value Instl to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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