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Morningstar

Goldman Sachs Dynamic Global Eq Inv GAPTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 18.28  /  0.00
  • Total Assets 313.1 Mil
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.680%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.41%
  • Turnover 4%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:17 AM GMT+00:00

Morningstar’s Analysis GAPTX

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

People Pillar

The People Pillar is our evaluation of the GAPTX 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 GAPTX’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 Low Process Pillar rating limit Goldman Sachs Dynamic Global Eq Inv to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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