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Morningstar

Goldman Sachs Growth & Inc Strat Inv GPITX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.71  /  0.07 %
  • Total Assets 834.9 Mil
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.02%
  • Turnover 8%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:17 AM GMT+00:00

Morningstar’s Analysis GPITX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Growth & Inc Strat Inv to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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