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 Dow Down 1.88% Nasdaq Down 2.09%

Goldman Sachs US Tax-Managed Eq Instl (GCTIX)

16.61 Down 0.34(2.01%) Jul 31
Prev Close:16.95
YTD Return*:8.24%
Net Assets*:662.70M
Yield*:0.82%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for GCTIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GOOGL2.315.45
WFC2.1917.56
PFE2.00-0.10
AAPL1.8017.82
JNJ1.7917.08

Fund Basics

Morningstar Overall Rating:
Total Assets:662.7M
Category:Large Blend
Annual Report Expense Ratio (net):0.75%

Performance & Risk

YTD Return:8.24%
5y Avg Return:20.42%
Rank in Category (ytd):10
% Rank in Category (ytd):0.61%
Beta (3y):1.12
Morningstar Risk Rating:4

Fund Summary

The investment seeks to provide long-term after-tax growth of capital through tax-sensitive participation in a broadly diversified portfolio of U.S. equity securities. 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, including foreign issuers that are traded in the United States. It will seek to maintain risk, style, capitalization and industry characteristics similar to the Russell 3000® Index. View More
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