Goldman Sachs U.S. Tax-Managed Equity FundGQIRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$4.1B
Expense ratio
0.76%
1-year return
+17.9%
3 years, a year
+19.7%
5 years, a year
+10.8%
12-month yield
0.41%
Holdings
232
What it aims to do.
The Goldman Sachs U.S. Tax-Managed Equity Fund (the Fund) seeks to provide long-term after-tax growth of capital through tax-sensitive participation in a broadly diversified portfolio of U.S. equity securities.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc. | 6.95% |
| NVDA NVIDIA Corp. | 6.00% |
| GOOGL Alphabet Inc. | 4.69% |
| MSFT Microsoft Corp. | 3.81% |
| AVGO Broadcom Inc | 2.97% |
| AMZN Amazon.com, Inc. | 2.44% |
| JNJ Johnson & Johnson | 2.30% |
| TSLA Tesla Inc | 2.04% |
| META Meta Platforms Inc | 1.71% |
| CME CME Group Inc. | 1.28% |
More on GQIRX.
- GQIRX overview
- GQIRX holdings
- GQIRX risk
- GQIRX costs
- GQIRX money in and out
- GQIRX share classes
- Compare GQIRX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.