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Morningstar

Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 22.83  /  −0.22 %
  • 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 1.19%
  • Turnover 4%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:01 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TIGGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Tax-Advntgd Gbl Eq Instl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings TIGGX

More TIGGX Holdings
  • 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
—