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Goldman Sachs US Tax-Managed Eq Inv GQIRX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 41.22  /  −0.12 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.46%
  • Turnover 246%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 12:12 AM GMT+0

Morningstar’s Analysis GQIRX

Will GQIRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Goldman Sachs US Tax-Managed Eq Inv earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings GQIRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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