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Goldman Sachs U.s. Tax-managed Equity Fund - Investor Class: (MF: GQIRX)

(NASDAQ Mutual Funds) As of Oct 2, 2026 07:41 PM ET

$59.80 USD

+0.44 (0.74%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.24 55
3 months 1.55 52
6 months 8.72 54
1 Year 17.93 37
3 Year 19.66 30
5 Year 10.80 28
10 Year 13.44 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Aug 31, 2026

1 Year 20.23
5 Year 11.40
10 Year 13.62
Since Inception 14.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.18 13.59 NA NA
2025 -6.50 11.33 7.72 3.62
2024 12.43 4.03 4.55 2.94
2023 6.42 8.53 -4.01 11.58
2022 -6.83 -16.95 -3.51 6.75
2021 6.08 10.18 -0.11 10.60

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.2416.1825.8923.71-20.3129.1317.4225.81-7.9420.149.42
% Total Return Rel to Index -2.89-2.030.86-2.53-2.100.44-0.97-5.67-3.55-1.65-2.51
% Total Return Rel to Peer -1.593.476.490.71-0.617.07-2.49-2.60-1.08-0.531.60
% Perf Quintile vs Peer* 3.002.002.003.003.001.003.004.004.003.003.00
% Dividends 0.000.240.160.170.190.130.180.150.150.160.16
% Yield 0.000.420.480.600.580.330.580.550.720.680.81
Capital Gains ($) 0.000.000.630.000.000.000.000.000.000.000.00
Expense Ratio 0.000.760.760.780.780.820.830.850.890.900.92

* 1 = Top 20%, 5 = Bottom 20%