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Morningstar

Goldman Sachs Technology Opps Inv GISTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 20.14  /  2.44 %
  • Total Assets 513.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 51%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 12:43 AM GMT+00:00

Morningstar’s Analysis GISTX

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

People Pillar

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

Summary

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Goldman Sachs Technology Opps Inv's Average Process Pillar and People Pillar ratings hold this strategy's 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 second-costliest quintile among peers.

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