Goldman Sachs Large Cp Val Insghts Instl (GCVIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
24.78
-0.20 (-0.80%)
Jan 2, 2026, 8:10 AM EST
7.18%
Fund Assets569.56M
Expense Ratio0.56%
Min. Investment$1,000,000
Turnover206.00%
Dividend (ttm)1.88
Dividend Yield7.52%
Dividend Growth-46.24%
Payout FrequencyMonthly
Ex-Dividend DateDec 16, 2025
Previous Close24.98
YTD Return15.34%
1-Year Return15.44%
5-Year Return80.15%
52-Week Low19.05
52-Week High25.06
Beta (5Y)0.87
Holdings154
Inception DateDec 31, 1998

About GCVIX

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.

Fund Family Goldman Sachs
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GCVIX
Share Class Institutional
Index Russell 1000 Value TR

Performance

GCVIX had a total return of 15.44% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.36%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VRVIXVanguardVanguard Russell 1000 Value Index Fund Institutional Shares0.07%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
GMXPXClass P Shares0.55%
GCVUXClass R6 Shares0.55%
GCVTXInvestor Shares0.67%
GCVAXClass A0.92%

Top 10 Holdings

22.31% of assets
NameSymbolWeight
Berkshire Hathaway IncBRKB3.33%
JPMorgan Chase & Co.JPM2.72%
Alphabet, Inc.GOOGL2.56%
Bank of America CorporationBAC2.19%
The Procter & Gamble CompanyPG2.18%
Chevron CorporationCVX2.05%
Johnson & JohnsonJNJ1.95%
RTX CorporationRTX1.93%
Philip Morris International Inc.PM1.74%
Morgan StanleyMS1.66%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 16, 2025$0.0768Dec 17, 2025
Dec 11, 2025$1.5595Dec 12, 2025
Sep 29, 2025$0.0751Sep 30, 2025
Jun 27, 2025$0.0929Jun 30, 2025
Mar 28, 2025$0.0735Mar 31, 2025
Dec 17, 2024$0.0694Dec 18, 2024
Full Dividend History