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Goldman Sachs US Tax-Managed Eq Instl GCTIX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 41.58  /  +0.07 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.51%
  • Turnover 246%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:01 AM GMT+0

Morningstar’s Analysis GCTIX

Will GCTIX outperform in future?

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

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

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings GCTIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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AbbVie Inc

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Costco Wholesale Corp

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Consumer Defensive