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Morningstar

Goldman Sachs Em Mkts Eq Insghts C GERCX

Morningstar Analyst Rating
Quantitative rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 7.96  /  1.12 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    2.210%
  • Expense Ratio 2.210%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.38%
  • Turnover 167%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:15 AM GMT+00:00

Morningstar’s Analysis GERCX

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

People Pillar

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

Summary

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Strength in the People Pillar isn't sufficient for Goldman Sachs Em Mkts Eq Insghts C to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. 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.

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