About GSVTX
Goldman Sachs Large Cap Value Fund Investor Shares is a mutual fund that primarily aims for long-term capital appreciation by investing in a diversified portfolio of large-capitalization U.S. equity securities. The fund typically allocates at least 80% of its net assets to equity investments of companies with market capitalizations comparable to those in the Russell 1000 Value Index, focusing on firms considered undervalued relative to their intrinsic worth. Notable sectors represented in its portfolio include financials, health care, industrials, and consumer discretionary, with top holdings such as Exxon Mobil, JPMorgan Chase, and Johnson & Johnson contributing to its defensive and value-oriented profile. The fund emphasizes companies with strong balance sheets, stable cash flows, and sustainable competitive advantages, reflecting a disciplined value investment strategy. With a semi-annual dividend payout and an expense ratio of 0.75%, this fund plays a significant role for investors seeking exposure to established, fundamentally sound U.S. businesses through a value lens.
Fund Family Goldman Sachs
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GSVTX
Share Class Investor Shares
Index Russell 1000 Value TR
GSVTX had a total return of 26.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.68%.
