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Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX

Quantitative rating as of
NAV / 1-Day Return
18.99  /  0.89 %
Total Assets
3.3 Bil
Adj. Expense Ratio
0.550%
Expense Ratio
1.340%
Distribution Fee Level
High
Share Class Type
Front Load
Category
Global Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.56%
Turnover
16%

Morningstar’s Analysis TAGGX

Will TAGGX outperform in future?

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

Summary

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Goldman Sachs Tax-Advntgd Gbl Eq A recently changed its Morningstar Category. The Morningstar Category is the peer group we use to determine an investment's relative merits. In this case, the move has resulted in this strategy's Morningstar Quantitative Rating being upgraded to Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers. The strategy changed its peer group last October, moving to the Global Large-Stock Blend Morningstar Category from the Large Blend category.

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