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Goldman Sachs US Tax-Managed Eq Svc GCTSX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 40.66  /  +1.62 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.10%
  • Turnover 184%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:21 AM GMT+0

Morningstar’s Analysis GCTSX

Will GCTSX outperform in future?

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

Goldman Sachs US Tax-Managed Eq Svc 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

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

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Portfolio Holdings GCTSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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