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Morningstar

Goldman Sachs U.S. Equity ESG Inv GIRGX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 19.32  /  −0.36 %
  • Total Assets 26.2 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Closed
  • TTM Yield 0.60%
  • Turnover 34%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:58 PM GMT+0

Morningstar’s Analysis GIRGX

Will GIRGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GIRGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GIRGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GIRGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Goldman Sachs U.S. Equity ESG Inv's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GIRGX

More GIRGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.37 2.6 Mil
Technology

Alphabet Inc Class A

5.36 1.5 Mil
Communication Services

Apple Inc

4.92 1.3 Mil
Technology

NVIDIA Corp

4.31 1.2 Mil
Technology

JPMorgan Chase & Co

4.03 1.1 Mil
Financial Services

Eli Lilly and Co

3.13 857,312
Healthcare

Procter & Gamble Co

3.04 834,614
Consumer Defensive

McDonald's Corp

2.70 741,247
Consumer Cyclical

Morgan Stanley

2.56 701,021
Financial Services

Cisco Systems Inc

2.55 700,187
Technology