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Morningstar

Goldman Sachs Real Estate Securities A GREAX

Morningstar Analyst Rating
Quantitative rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 11.45  /  0.69 %
  • Total Assets 126.3 Mil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.250%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.27%
  • Turnover 37%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 12:15 AM GMT+00:00

Morningstar’s Analysis GREAX

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

People Pillar

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

Summary

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Weakness in Goldman Sachs Real Estate Securities A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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