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Morningstar

Goldman Sachs Flexible Cap A GALLX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.19  /  1.14 %
  • Total Assets 42.0 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.55%
  • Turnover 49%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:54 PM GMT+00:00

Morningstar’s Analysis GALLX

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

People Pillar

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

Summary

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Goldman Sachs Flexible Cap A's Average Process Pillar and People Pillar ratings hold this strategy's 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 second-costliest quintile among peers. The strategy changed its peer group in October, moving to the Large Blend Morningstar Category from the Large Growth category.

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