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Goldman Sachs U.S. Tax-Managed Equity Fund (GQIRX)

42.96
+3.75
+(9.56%)
At close: 8:01:04 PM EDT
Loading Chart for GQIRX
  • Previous Close 39.21
  • YTD Return -6.02%
  • Expense Ratio 0.78%
  • Category Large Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.21B
  • Beta (5Y Monthly) 0.99
  • Yield 0.37%
  • 5y Average Return --
  • Holdings Turnover 96.00%
  • Last Dividend 0.17
  • Inception Date Apr 17, 2018

The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in equity investments in U.S. issuers. The fund advisor seeks broad representation of large-cap, mid-cap and small-cap equity investments representing all major sectors of the U.S. economy.

Goldman Sachs

Fund Family

Large Blend

Fund Category

3.21B

Net Assets

2018-04-17

Inception Date

Performance Overview: GQIRX

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Trailing returns as of 4/8/2025. Category is Large Blend.

YTD Return

GQIRX
6.02%
Category
5.31%
 

1-Year Return

GQIRX
5.22%
Category
20.31%
 

3-Year Return

GQIRX
7.77%
Category
6.48%
 

5-Year Return

GQIRX
17.68%
Category
11.78%
 

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Holdings: GQIRX

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Sector Weightings

SectorGQIRX
Technology   34.03%
Healthcare   11.42%
Industrials   7.74%
Energy   2.81%
Real Estate   2.36%
Utilities   0.84%

Recent News: GQIRX

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Research Reports: GQIRX

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