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Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 23.12  /  +0.48 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.22%
  • Turnover 4%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 12:27 AM GMT+0

Morningstar’s Analysis TIGGX

Will TIGGX outperform in future?

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

Goldman Sachs Tax-Advntgd Gbl Eq Instl's recent fee cut and Process Pillar rating increase lead to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings TIGGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs US Tax-Managed Eq R6

55.43 1.9 Bil

Goldman Sachs International T/M Eq R6

19.13 671.5 Mil

Goldman Sachs Tactical Tilt Overlay P

10.07 353.4 Mil

Goldman Sachs Em Mkts Eq Insghts R6

5.30 186.0 Mil

CURRENCY CONTRACT - USD Purchased

3.74 131.3 Mil
Derivative

Goldman Sachs Intl Sm Cp Insghts R6

3.58 125.5 Mil

CURRENCY CONTRACT - USD Purchased

2.61 91.5 Mil
Derivative

Goldman Sachs Global Rl Estt Secs R6

1.74 61.2 Mil

Goldman Sachs MLP Energy Infras R6

1.74 61.2 Mil

Goldman Sachs Global Infras R6

1.70 59.8 Mil