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Goldman Sachs Trust - Goldman Sachs Focused Value Fund (GFVRX)

16.05 +0.11 (+0.69%)
At close: 6:45 PM EDT
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DELL
  • Previous Close 15.94
  • YTD Return 14.78%
  • Expense Ratio 1.27%
  • Category Large Value
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 56.69M
  • Beta (5Y Monthly) 0.90
  • Yield 0.79%
  • 5y Average Return --
  • Holdings Turnover 82.00%
  • Last Dividend 0.13
  • Inception Date Jul 31, 2015

The fund invests at least 80% of its net assets plus any borrowings for investment purposes in a portfolio of equity investments, including common stocks, preferred stocks, and other securities and instruments having equity characteristics. It seeks to achieve its investment objective by investing in approximately 20-40 companies that are considered value opportunities, which the Investment Adviser defines as quality companies with identifiable competitive advantages, and sustainable growth potential, whose intrinsic value is not reflected in the stock price. The fund is non-diversified.

Goldman Sachs

Fund Family

Large Value

Fund Category

56.69M

Net Assets

2015-07-31

Inception Date

Performance Overview: GFVRX

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Trailing returns as of 9/13/2024. Category is Large Value.

YTD Return

GFVRX
14.78%
Category
4.44%
?

1-Year Return

GFVRX
22.44%
Category
14.37%
?

3-Year Return

GFVRX
8.82%
Category
6.04%
?

5-Year Return

GFVRX
12.92%
Category
9.20%
?

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Holdings: GFVRX

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Top 10 Holdings (45.63% of Total Assets)

SymbolCompany% Assets
XOM
Exxon Mobil Corporation 5.94%
DHR
Danaher Corporation 5.21%
CL
Colgate-Palmolive Company 4.83%
GOOGL
Alphabet Inc. 4.75%
BAC
Bank of America Corporation 4.53%
T
AT&T Inc. 4.48%
AEE
Ameren Corporation 4.18%
LOW
Lowe's Companies, Inc. 3.99%
CRM
Salesforce, Inc. 3.97%
ZBH
Zimmer Biomet Holdings, Inc. 3.74%

Sector Weightings

Recent News: GFVRX

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Research Reports: GFVRX

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