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Morningstar

Goldman Sachs Short Dur T/F C GSTCX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 10.17  /  0.02 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.88%
  • Effective Duration 2.10 years

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:15 PM GMT+0

Morningstar’s Analysis GSTCX

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

People Pillar

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

A thoughtful and consistent approach to short-term munis.

Analyst Thomas Murphy

Thomas Murphy

Analyst

Summary

Goldman Sachs Short Duration Tax Free’s experienced leaders employ a methodical process to maintain an attractive risk-aware profile, though the supporting credit research team has undergone reshuffling in recent years. It earns a Morningstar Analyst Rating of Neutral on all but its most expensive share class, which is rated Negative.

by Thomas Murphy
Rated on Published on

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Portfolio Holdings GSTCX

More GSTCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1199
  • Other Holdings 38
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TEXAS MUN GAS ACQUISITION & SUPPLY CORP II GAS SUPPLY REV 4.354%

1.80
109,216,537
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.5%

1.56
94,547,570
municipal

ARIZONA HEALTH FACS AUTH REV 4.278%

1.31
79,486,809
municipal

NORTH CAROLINA CAP FACS FIN AGY REV 5%

0.99
59,881,259
municipal

METROPOLITAN TRANSN AUTH N Y REV 5%

0.94
57,014,717
municipal

ILLINOIS ST 5%

0.89
53,674,808
municipal

PUERTO RICO ELEC PWR AUTH PWR REV 3.988%

0.86
51,852,969
municipal

MISSOURI ST HEALTH & EDL FACS AUTH HEALTH FACS REV 4%

0.85
51,166,833
municipal

HARRIS CNTY TEX 4.235%

0.75
45,483,687
municipal

NEW YORK ST TWY AUTH ST PERS INCOME TAX REV 5%

0.74
44,516,889
municipal