Skip to Content

Goldman Sachs US Tax-Managed Eq Inv GQIRX

Quantitative rating as of
NAV / 1-Day Return
31.73  /  0.00
Total Assets
2.4 Bil
Adj. Expense Ratio
0.730%
Expense Ratio
0.830%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.48%
Turnover
116%

Morningstar’s Analysis GQIRX

Will GQIRX outperform in future?

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

Summary

|

A middling Parent Pillar and a subpar Process Pillar help limit Goldman Sachs US Tax-Managed Eq Inv to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor