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Goldman Sachs US Tax-Managed Eq A GCTAX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 39.58  /  0.73 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.23%
  • Turnover 246%

Morningstar’s Analysis GCTAX

Will GCTAX outperform in future?

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

Goldman Sachs US Tax-Managed Eq A earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings GCTAX

  • Current Portfolio Date
  • Equity Holdings 249
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.66
164,269,569
Technology
5.11
126,217,210
Technology
2.83
69,957,233
Communication Services
2.56
63,144,728
Financial Services
2.53
62,528,943
Technology
2.52
62,183,418
Consumer Cyclical
2.07
51,170,243
Healthcare
1.88
46,369,326
Financial Services
1.82
44,807,734
Healthcare
1.68
41,543,204
Consumer Defensive