Goldman Sachs Tax-Advantaged Global Equity Portfolio

Shareclass
Goldman Sachs Tax-Advntgd Gbl Eq Instl (TIGGX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Goldman Sachs Tax-Advantaged Global Equity Portfolio

FUND COVERAGE
# of holdings1,231
% of assets70%
Score
54 / 100
Rank

30.2 percentile

Group: International Equity

Rank: #765 out of 1,095

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Transurban Group
         % of fund invested: 0.02%
         $USD invested: $753,385
  • 2. Allianz SE
         % of fund invested: 0.1%
         $USD invested: $3.75M
  • 3. International Flavors & Fragrances Inc
         % of fund invested: <0.01%
         $USD invested: $245
  • 4. AstraZeneca PLC
         % of fund invested: 0.33%
         $USD invested: $12.71M
  • 5. Qantas Airways Ltd
         % of fund invested: 0.11%
         $USD invested: $4.29M
  • 6. AstraZeneca PLC ADR
         % of fund invested: <0.01%
         $USD invested: $89,659
  • 7. Aena SME SA
         % of fund invested: <0.01%
         $USD invested: $385,925
  • 8. Yara International ASA
         % of fund invested: 0.11%
         $USD invested: $4.14M
  • 9. GSK PLC ADR
         % of fund invested: <0.01%
         $USD invested: $159,996
  • 10. National Grid PLC
         % of fund invested: 0.1%
         $USD invested: $3.94M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TG Therapeutics Inc
         % of fund invested: 0.05%
         $USD invested: $2.07M
  • 2. TKO Group Holdings Inc
         % of fund invested: <0.01%
         $USD invested: $197
  • 3. KBC Ancora SA
         % of fund invested: <0.01%
         $USD invested: $42,511
  • 4. Tuas Ltd Ordinary Shares
         % of fund invested: <0.01%
         $USD invested: $33,641
  • 5. FTAI Aviation Ltd
         % of fund invested: 0.13%
         $USD invested: $4.97M
  • 6. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.04%
         $USD invested: $1.68M
  • 7. Airport City Ltd
         % of fund invested: <0.01%
         $USD invested: $79,904
  • 8. Carvana Co Class A
         % of fund invested: 0.06%
         $USD invested: $2.48M
  • 9. Chewy Inc
         % of fund invested: 0.03%
         $USD invested: $1.14M
  • 10. C3.ai Inc Ordinary Shares - Class A
         % of fund invested: 0.05%
         $USD invested: $1.96M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Goldman Sachs Tax-Advantaged Global Equity Portfolio

Totals

Holdings
Assets
Weight
Prisons
28
$345.33M
8.84%
     Prisons high risk
6
$8.58M
0.22%
     Private prisons
2
$825,483
0.02%
Borders
31
$295.36M
7.56%
     Borders high risk
14
$22.77M
0.58%
Total
47
$382.63M
9.79%
Full fund results

Holdings — 47 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$113.86M
2.91%
Prisons
Borders :
$113.86M
2.91%
2.
Alphabet Inc Class A
Prisons
Borders
$71.11M
1.82%
Prisons
Borders :
$71.11M
1.82%
3.
Amazon.com Inc
Prisons
Borders
$52.18M
1.34%
Prisons
Borders :
$52.18M
1.34%
4.
Costco Wholesale Corp
Prisons
$32.52M
0.83%
Prisons
$32.52M
0.83%
5.
Berkshire Hathaway Inc Class B
Prisons
$22.21M
0.57%
Prisons
$22.21M
0.57%
6.
Target Corp
Prisons
$18.03M
0.46%
Prisons
$18.03M
0.46%
7.
Alphabet Inc Class C
Prisons
Borders
$9.41M
0.24%
Prisons
Borders :
$9.41M
0.24%
8.
Cal-Maine Foods Inc
Prisons
$8.71M
0.22%
Prisons
$8.71M
0.22%
9.
NEC Corp
Borders
$7.37M
0.19%
Borders :
$7.37M
0.19%
10.
Thales
Borders
$6.89M
0.18%
Borders :
$6.89M
0.18%
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