About GFVRX
Goldman Sachs Focused Value Fund Class R is a mutual fund that seeks long-term capital appreciation through a concentrated value-oriented equity strategy. It invests, under normal circumstances, at least 80% of its net assets in a focused portfolio of approximately 20-40 high-quality companies identified as value opportunities. These are quality businesses with identifiable competitive advantages and sustainable growth potential whose intrinsic value is not fully reflected in their stock prices. The fund primarily targets U.S. equity securities across various market capitalizations, including common stocks, preferred stocks, and other equity-like instruments, while allowing up to 20% in foreign securities, including emerging markets. Managed by Goldman Sachs Asset Management, it employs a disciplined process using multiple industry-specific valuation metrics to select stocks with attractive prices and prospects, such as improving balance sheets and strong management teams. As a non-diversified fund, it may allocate larger portions to fewer issuers, emphasizing the portfolio managers' highest conviction ideas in sectors like financials, technology, energy, and consumer discretionary.
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GFVRX
Share Class Class R Shares
Index Russell 1000 Value TR
GFVRX had a total return of 8.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.30%.
