About GCVIX
The Goldman Sachs Large Cap Value Insights Fund Institutional is a mutual fund focused on investing primarily in large-cap U.S. companies that exhibit value characteristics. The fund allocates at least 80% of its net assets to a diversified portfolio of equity securities from well-established, large-cap issuers, with the flexibility to include select foreign companies listed in U.S. markets. Leveraging a quantitative investment approach, the fund systematically evaluates stocks within the Russell 1000 Value Index, emphasizing fundamentals believed to offer attractive valuation and long-term growth prospects.
Its portfolio spans multiple industries, with significant holdings in sectors such as financials, healthcare, technology, and consumer goods. Notable companies in recent portfolios include Berkshire Hathaway, JPMorgan Chase, UnitedHealth Group, and Johnson & Johnson. With a seasoned management team and an inception dating back to 1998, the fund targets institutional investors, evidenced by a high minimum investment threshold. The fund aims to deliver competitive total returns through capital appreciation and a modest level of income, distributing dividends quarterly and capital gains annually. This strategy makes it a key vehicle for investors seeking diversified, value-oriented exposure within the large-cap segment of the U.S. equity market.
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
GCVIX had a total return of 16.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.37%.
