TAGGX Mutual Fund

TAGGX Mutual Fund (Goldman Sachs Tax Advantaged Global Equity Portfolio Class A) is managed by Goldman Sachs Asset Management with $1.4M in net assets. TAGGX expense ratio is 1.22%, holding 55 positions across sectors including Financials, Health Care, Materials. Inception date: 2008-04-30.

TAGGX performance shows a YTD return of 7.91%. The 1-year return is 18.01% and the 5-year return is 10.11%. TAGGX dividend yield stands at 4.67%, paid annually.

TAGGX top holdings include Goldman Sachs US Tax-managed Equity Fund, Class R6 (67.5%), Goldman Sachs International Tax-Managed Equity Fund, Class R6 (15.4%), Goldman Sachs Fin Gov 465 Institut (8.6%), Goldman Sachs International Small Cap Insights Fund (2.7%), Goldman Sachs Emerging Markets Equity Insights Fund, Class R6 (2.1%). Go to all TAGGX holdings, TAGGX sectors, or TAGGX dividends.

TAGGX can be compared against other funds. Use TAGGX overlap to find shared positions, or TAGGX vs another fund for a side-by-side view. TAGGX alternatives are available via the screener, along with tax-loss harvesting opportunities.