Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Goldman Sachs Tax-Advntgd Gbl Eq R6 (TRGGX)

22.87
-0.67
(-2.85%)
As of 8:07:16 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -5.08%
5y Average Return 13.33%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 9, 2025) 22.24%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 22.24%
Worst 3Y Total Return 5.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRGGX
Category
YTD
-2.14%
12.08%
1-Month
-4.26%
0.64%
3-Month
-2.14%
6.49%
1-Year
5.46%
38.01%
3-Year
7.53%
12.74%
5-Year
15.54%
12.82%
10-Year
8.23%
9.05%
Last Bull Market
14.37%
18.82%
Last Bear Market
-13.81%
-20.53%

Annual Total Return (%) History

Year
TRGGX
Category
2025
--
--
2024
18.85%
--
2023
20.25%
--
2022
-15.30%
--
2021
22.24%
--
2020
12.26%
12.96%
2019
21.24%
25.26%
2018
-9.60%
-10.06%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.14% -- -- --
2024 10.28% 2.51% 4.19% 0.89%
2023 5.91% 6.26% -2.82% 9.96%
2022 -4.74% -13.81% -4.33% 7.83%
2021 5.85% 8.32% -0.48% 7.13%
2020 -21.04% 20.28% 5.81% 11.72%
2019 11.38% 1.82% 0.06% 6.84%
2018 -0.90% 2.20% 3.74% -13.96%

Rank in Category (By Total Return)

YTD 74
1-Month 72
3-Month 74
1-Year 46
3-Year 30
5-Year 25

Load Adjusted Returns

1-Year 5.46%
3-Year 7.53%
5-Year 15.54%
10-Year 8.23%

Performance & Risk

YTD Return -5.08%
5y Average Return 13.33%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Goldman Sachs
Net Assets 4.51B
YTD Return -2.14%
Yield 1.28%
Morningstar Rating
Inception Date Apr 17, 2018

Fund Summary

The fund seeks to achieve its investment objective by investing in securities or instruments and a combination of underlying funds that currently exist or that may become available for investment in the future. The advisor intends to invest at least 80% of its net assets plus any borrowings for investment purposes in underlying equity funds and equity securities with a blend of domestic large cap, small cap and international exposure to seek capital appreciation.

Related Tickers

GMCFX GMO International Equity Fund
25.74
+5.67%
 
GMOIX GMO International Equity Fund
25.78
+5.66%
 
SAISX SA International Small Company
20.01
+5.09%
 
INIYX VanEck International Investors Gold Y
15.01
+4.89%
 
INIIX VanEck International Investors Gold I
20.50
+4.86%
 
FGADX Franklin Gold and Precious Metals Adv
26.73
+4.66%
 
FGPMX Franklin Gold and Precious Metals R6
27.18
+4.66%
 
FRGOX Franklin Gold and Precious Metals C
20.95
+4.65%
 
FKRCX Franklin Gold and Precious Metals A
24.34
+4.64%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
15.15
+4.41%
 
FEURX First Eagle Gold R6
35.21
+3.83%
 
GEMNX GMO Emerging Markets R6
21.76
+3.52%
 
GEMEX GMO Emerging Markets I
21.71
+3.48%
 
SSHQX State Street Hedged Intl Dev Eq Idx K
115.04
+3.12%
 
CADOX Columbia Minnesota Tax-Exempt Inst2
18.84
+3.06%
 
CMNZX Columbia Minnesota Tax-Exempt Inst
18.85
+3.01%
 
CNYZX Columbia Strat New York Muncpl Inc Inst
25.09
+3.00%
 
CNTYX Columbia Strat New York Muncpl Inc Inst3
25.11
+2.99%
 
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.03
+2.96%
 
CCAZX Columbia Strat CA Muncpl Inc Inst
25.94
+2.85%
 
CCXYX Columbia Strategic California Municipal Income Fund
26.08
+2.84%
 
PTIMX Performance Trust Municipal Bond Instl
22.05
+2.04%
 
FSHCX Fidelity Select Health Care Svcs Port
117.98
+0.87%
 
APDIX Artisan International Fund
27.93
+0.79%
 
AIVGX American Funds International Vntg F-3
16.64
+0.79%
 
FGRSX Federated Hermes Intl Leaders R6
36.73
+0.66%
 
FGFLX Federated Hermes Intl Leaders IS
36.79
+0.66%
 
NPSFX Nuveen Preferred Secs & Inc R6
15.20
+0.60%
 
ISCCX Federated Hermes Intl Small-Mid Co C
26.81
+0.56%
 
ISCAX Federated Hermes Intl Small-Mid Co A
39.73
+0.56%
 
ISCIX Federated Hermes Intl Small-Mid Co IS
41.04
+0.54%
 
NPSAX Nuveen Preferred Secs & Inc A
15.14
+0.53%
 
NPSRX Nuveen Preferred Secs & Inc I
15.16
+0.53%
 
UGTCX Victory Growth and Tax Strategy Fund
25.85
+0.51%
 
UGTAX Victory Growth and Tax Strategy Fund
26.07
+0.50%
 
UGTIX Victory Growth and Tax Strategy Fund
26.13
+0.50%
 
USBLX Victory Growth and Tax Strategy Fund
26.15
+0.50%
 
ICMPX Lazard International Quality Gr Instl
15.58
+0.45%
 
RCMPX Lazard International Quality Gr R6
15.59
+0.45%
 
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.72
+0.38%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
16.14
+0.37%
 
FCIKX NYLI PineStone International Eq Inv Cl
15.67
+0.32%
 
FCIHX NYLI PineStone International Equity Cl P
15.73
+0.32%
 
FCIUX NYLI PineStone International Equity Cl I
15.74
+0.32%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
16.15
+0.31%
 
AIFRX abrdn Global Infrastructure Instl
22.82
+0.26%
 
FCICX NYLI PineStone International Equity Cl C
15.51
+0.26%
 
FCIRX NYLI PineStone International Equity Cl A
15.68
+0.26%
 
FCIWX NYLI PineStone International Eq Cl R6
15.80
+0.25%
 
FNORX Fidelity Nordic
58.08
+0.19%
 
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.27
+0.18%
 
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.35
+0.18%
 
CNPIX Consumer Staples UltraSector ProFund Inv
74.21
+0.18%
 
CNPSX Consumer Staples UltraSector ProFund Svc
64.42
+0.17%
 
ARINX Archer Income
17.98
+0.17%
 
FTISX Fidelity Advisor Intl Small Cap M
29.87
+0.13%
 
VEGBX Vanguard Emerging Markets Bond Admiral
22.70
+0.13%
 
FISMX Fidelity International Small Cap
30.71
+0.13%
 
FPEAX First Trust Preferred Sec & Inc A
18.93
+0.11%
 
FICSX Fidelity Advisor Intl Small Cap C
28.79
+0.10%
 
FIASX Fidelity Advisor Intl Small Cap A
30.02
+0.10%
 
FIQIX Fidelity Advisor Intl Small Cap Z
30.88
+0.10%
 
FIXIX Fidelity Advisor Intl Small Cap I
30.92
+0.10%
 
MISMX Matthews EM Sm Coms Instl
20.92
+0.10%
 
MSMLX Matthews EM Sm Coms Inv
20.94
+0.10%
 
MIEIX MFS International Equity R6
34.07
+0.06%
 
FPEIX First Trust Preferred Sec & Inc I
19.12
+0.05%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
FPEFX First Trust Preferred Sec & Inc F
19.20
+0.05%
 
RWSNX Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund
15.67
0.00%
 
GILHX Guggenheim Limited Duration Instl
24.44
0.00%
 
CDSIX Calvert Short Duration Income Fund
15.72
0.00%
 
WFSPX iShares S&P 500 Index K
616.77
0.00%
 
LIPAX BlackRock LifePath Index 2050 Fund
21.54
0.00%
 
LIHIX BlackRock LifePath Index 2045 Fund
20.79
0.00%
 
BSPIX iShares S&P 500 Index Institutional
616.62
0.00%
 
MAIIX iShares MSCI EAFE International Index Fund
15.56
0.00%
 
LPRKX BlackRock LifePath Dyn 2040 R
15.72
0.00%
 
LPHIX BlackRock LifePath Dyn 2045 Instl
16.49
0.00%
 
LPHAX BlackRock LifePath Dyn 2045 Investor A
16.37
0.00%
 
BSPAX iShares S&P 500 Index Investor A
616.48
0.00%
 
SHISX BlackRock Health Sciences Opps Svc
59.85
0.00%
 
BSTSX BlackRock Technology Opportunities Svc
56.30
0.00%
 
BMCKX BlackRock Advantage Large Cap Gr K
21.78
0.00%
 
FTMCX First Trust Multi-Strategy Cl C
23.90
0.00%
 
LIVPX BlackRock LifePath Index 2055 Inv P
22.20
0.00%
 
CDSRX Calvert Short Duration Income R6
15.72
0.00%
 
BSPGX iShares S&P 500 Index G
616.76
0.00%
 
LPSFX BlackRock LifePath Dyn 2040 K
16.30
0.00%
 
LPHKX BlackRock LifePath Dyn 2045 K
16.77
0.00%
 
LPRPX BlackRock LifePath Dyn 2050 R
20.49
0.00%
 
LIKKX BlackRock LifePath Index 2040 Fund
19.37
0.00%
 
LPVAX BlackRock LifePath Dyn 2055 Investor A
17.49
0.00%
 
LIPPX BlackRock LifePath Index 2050 Fund
21.51
0.00%
 
LIVIX BlackRock LifePath Index 2055 Instl
22.31
0.00%
 
BGSRX BlackRock Technology Opportunities Fund
54.70
0.00%
 
SHSCX BlackRock Health Sciences Opps Inv C
47.53
0.00%
 
SHSKX BlackRock Health Sciences Opps K
64.26
0.00%
 
SHSAX BlackRock Health Sciences Opps Inv A
59.50
0.00%
 
BHSRX BlackRock Health Sciences Opportunities Portfolio
57.32
0.00%