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Morningstar

Goldman Sachs US Tax-Managed Eq Instl GCTIX

Morningstar Analyst Rating
Quantitative rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 33.82  /  1.23 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 116%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:52 PM GMT+00:00

Morningstar’s Analysis GCTIX

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

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.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Goldman Sachs US Tax-Managed Eq Instl to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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