NasdaqGM - Delayed Quote USD

Goldman Sachs Large Cp Val Insghts R6 (GCVUX)

23.32 +0.06 (+0.26%)
At close: 8:05:38 AM EST
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DELL
  • Previous Close 23.26
  • YTD Return 17.81%
  • Expense Ratio 0.56%
  • Category Large Value
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 506.32M
  • Beta (5Y Monthly) 0.88
  • Yield 1.18%
  • 5y Average Return --
  • Holdings Turnover 208.00%
  • Last Dividend 0.31
  • Inception Date Dec 31, 1998

The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a diversified portfolio of equity investments in large cap U.S. issuers, including foreign issuers that are traded in the United States. It may also invest in fixed income securities that are considered to be cash equivalents.

Goldman Sachs

Fund Family

Large Value

Fund Category

506.32M

Net Assets

1998-12-31

Inception Date

Performance Overview: GCVUX

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Trailing returns as of 1/8/2025. Category is Large Value.

YTD Return

GCVUX
17.81%
Category
4.44%
 

1-Year Return

GCVUX
17.81%
Category
14.37%
 

3-Year Return

GCVUX
6.25%
Category
6.04%
 

5-Year Return

GCVUX
9.48%
Category
9.20%
 

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Holdings: GCVUX

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Top 10 Holdings (23.13% of Total Assets)

SymbolCompany% Assets
BRK-B
Berkshire Hathaway Inc. 4.46%
JPM
JPMorgan Chase & Co. 3.00%
UNH
UnitedHealth Group Incorporated 2.71%
JNJ
Johnson & Johnson 2.65%
PG
The Procter & Gamble Company 2.29%
CSCO
Cisco Systems, Inc. 2.01%
GILD
Gilead Sciences, Inc. 1.59%
MO
Altria Group, Inc. 1.50%
PH
Parker-Hannifin Corporation 1.48%
CME
CME Group Inc. 1.45%

Sector Weightings

SectorGCVUX
Healthcare   16.67%
Industrials   16.17%
Technology   9.63%
Energy   6.98%
Real Estate   4.57%
Utilities   3.52%

Recent News: GCVUX

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Research Reports: GCVUX

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