Morningstar

Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares GSIMX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $23.75  /  −0.46 %
  • Fund Size $51.9B
  • Adjusted Expense Ratio 0.780%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 2.33%
  • Turnover Ratio 68%
NAV and 1-Day Return as of

Morningstar’s Analysis GSIMX

Will GSIMX outperform in the 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 GSIMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Going its own way has usually paid off.

Gregg Wolper

Gregg Wolper

Summary

There is much to like about Goldman Sachs GQG Partners International Opportunities, though it won't suit investors looking for a conventional portfolio.

by Gregg Wolper
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Portfolio Holdings GSIMX

More GSIMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Philip Morris International Inc

7.11 4B
Consumer Defensive

Goldman Sachs FS Government Instl

5.83 3B
Cash and Equivalents

British American Tobacco PLC

4.74 3B
Consumer Defensive

Chubb Ltd

4.65 2B
Financial Services

TotalEnergies SE

4.15 2B
Energy

Novartis AG Registered Shares

3.82 2B
Healthcare

Iberdrola SA

3.65 2B
Utilities

AstraZeneca PLC

3.51 2B
Healthcare

Nestle SA

3.07 2B
Consumer Defensive

Enbridge Inc

2.97 2B
Energy

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