Goldman Sachs US Tax-Managed Eq Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Goldman Sachs U.S. Tax-Managed Equity Fund Institutional Class GCTIX
- NAV / 1-Day Return 59.63 / +1.71 %
- Total Assets 4.8B
-
Adj. Expense Ratio
0.690%
- Expense Ratio 0.690%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.47%
- Turnover 188%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis GCTIX
Will GCTIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the GCTIX 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 GCTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 6.97 | 288M | Technology |
NVIDIA Corp | 6.02 | 248M | Technology |
Alphabet Inc Class A | 4.70 | 194M | Communication Services |
Microsoft Corp | 3.82 | 157M | Technology |
Broadcom Inc | 2.98 | 123M | Technology |
Amazon.com Inc | 2.45 | 101M | Consumer Cyclical |
Johnson & Johnson | 2.31 | 95M | Healthcare |
Tesla Inc | 2.05 | 84M | Consumer Cyclical |
Meta Platforms Inc Class A | 1.72 | 71M | Communication Services |
CME Group Inc Class A | 1.28 | 53M | Financial Services |
United States