About GFVIX
Goldman Sachs Focused Value Fund Investor Shares is a mutual fund specializing in value equity investing. The fund is structured to hold a concentrated portfolio of 20 to 40 high-quality value-oriented businesses, reflecting the investment team’s highest conviction ideas and a disciplined selection strategy. Its principal goal is long-term capital appreciation, with at least 80% of net assets typically invested in equity securities of large-cap U.S. companies considered undervalued by the market. This targeted approach seeks to capitalize on market inefficiencies in established enterprises across sectors such as energy, healthcare, consumer goods, financial services, and technology, with significant positions in companies like Exxon Mobil, Danaher, Colgate-Palmolive, and Alphabet. The fund’s focused strategy distinguishes it within the large value category, concentrating assets in its top holdings and offering investors exposure to a select group of fundamentally strong businesses. By emphasizing value stocks, the fund plays a notable role for investors seeking potential undervalued opportunities within the broader equity markets.
Fund Family Goldman Sachs
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GFVIX
Share Class Investor Shares
Index Russell 1000 Value TR
GFVIX had a total return of -0.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.00%.
