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Goldman Sachs Enhanced Div Gbl Eq Instl GIDGX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 12.02  /  0.17 %
  • Total Assets 399.2 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.01%
  • Turnover 23%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 11:38 PM GMT+0

Morningstar’s Analysis GIDGX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Enhanced Div Gbl Eq Instl to a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GIDGX

More GIDGX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 32
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs US Eq Div and Premium R6

47.81
224,423,458
—

Goldman Sachs Intl Eq Div & Prem R6

19.19
90,101,066
—

Goldman Sachs Tactical Tilt Overlay P

10.05
47,198,158
—

Goldman Sachs Small Cap Eq Insghts R6

7.84
36,785,602
—

Goldman Sachs Em Mkts Eq Insghts R6

5.30
24,898,011
—

CURRENCY CONTRACT - USD Purchased

3.91
18,338,947
Derivative

Goldman Sachs Intl Sm Cp Insghts R6

3.54
16,612,939
—

CURRENCY CONTRACT - USD Purchased

2.74
12,838,999
Derivative

Goldman Sachs Global Infras R6

1.76
8,267,311
—

Goldman Sachs MLP Energy Infras R6

1.75
8,237,180
—