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Morningstar

Goldman Sachs Enhanced Div Gbl Eq A GADGX

Morningstar Analyst Rating
Quantitative rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 11.85  /  0.75 %
  • Total Assets 407.3 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 1.330%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.81%
  • Turnover 23%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:15 AM GMT+00:00

Morningstar’s Analysis GADGX

Will GADGX 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 GADGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GADGX 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 GADGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Enhanced Div Gbl Eq A to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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