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Morningstar

Goldman Sachs U.S. Equity ESG Inv GIRGX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 16.91  /  0.29 %
  • Total Assets 22.6 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Closed
  • TTM Yield 0.46%
  • Turnover 114%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis GIRGX

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

People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Goldman Sachs U.S. Equity ESG Inv to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GIRGX

More GIRGX Holdings
  • Current Portfolio Date
  • Equity Holdings 44
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.75
2,060,608
Technology

Apple Inc

6.99
1,646,223
Technology

Alphabet Inc Class A

4.65
1,095,973
Communication Services

NVIDIA Corp

3.80
895,533
Technology

JPMorgan Chase & Co

3.61
849,515
Financial Services

Eli Lilly and Co

3.23
759,748
Healthcare

Procter & Gamble Co

3.05
718,489
Consumer Defensive

NextEra Energy Inc

2.49
586,996
Utilities

McDonald's Corp

2.47
582,795
Consumer Cyclical

Xylem Inc

2.40
566,366
Industrials