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Morningstar

Goldman Sachs US Tax-Managed Eq C GCTCX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 30.93  /  1.31 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.810%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 246%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 11:58 PM GMT+0

Morningstar’s Analysis GCTCX

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

People Pillar

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

Goldman Sachs US Tax-Managed Eq C earns a Morningstar Medalist Rating of Negative 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GCTCX

More GCTCX Holdings
  • Current Portfolio Date
  • Equity Holdings 269
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.71
151,553,998
Technology

Microsoft Corp

4.84
128,534,099
Technology

NVIDIA Corp

2.59
68,652,339
Technology

Amazon.com Inc

2.45
64,924,364
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.72
45,533,730
Financial Services

Chipotle Mexican Grill Inc

1.50
39,845,292
Consumer Cyclical

Alphabet Inc Class A

1.47
39,094,020
Communication Services

Alphabet Inc Class C

1.44
38,105,550
Communication Services

AbbVie Inc

1.42
37,621,062
Healthcare

Bank of America Corp

1.42
37,583,642
Financial Services