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Morningstar

Goldman Sachs US Tax-Managed Eq Svc GCTSX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 43.80  /  +1.41 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:48 PM GMT+0

Morningstar’s Analysis GCTSX

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

  • People Pillar

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

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.

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 GCTSX

More GCTSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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