Goldman Sachs U.S. Tax-Managed Equity Fund
Shareclass
Goldman Sachs US Tax-Managed Eq P (GSDPX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Goldman Sachs U.S. Tax-Managed Equity Fund
FUND COVERAGE
# of holdings252
% of assets97%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co0.26%$10.65M
- 2. Boston Scientific Corp1.35%$54.56M
- 3. Bank of America Corp0.66%$26.85M
- 4. Welltower Inc0.92%$37.07M
- 5. Citigroup Inc0.54%$21.71M
- 6. VF Corp0.01%$437,640
- 7. JPMorgan Chase & Co1.5%$60.78M
- 8. Ralph Lauren Corp Class A0.21%$8.53M
- 9. Uber Technologies Inc0.31%$12.52M
- 10. Hasbro Inc0.03%$1.31M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TG Therapeutics Inc0.11%$4.31M
- 2. FTAI Aviation Ltd0.26%$10.33M
- 3. Liberty Broadband Corp Registered Shs Series -C-0.09%$3.5M
- 4. Carvana Co Class A0.13%$5.14M
- 5. Chewy Inc0.06%$2.36M
- 6. C3.ai Inc Ordinary Shares - Class A0.1%$4.08M
- 7. Heico Corp Class A0.43%$17.33M
- 8. Tempus AI Inc Class A common stock0.31%$12.46M
- 9. Mueller Industries Inc0.3%$12.04M
- 10. Strategy Class A0.1%$4.17M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Goldman Sachs U.S. Tax-Managed Equity Fund
Totals
Holdings
Assets
Weight
Prisons
13
$711.02M
18%
Prisons high risk
2
$16.1M
0.4%
Private prisons
0
$0
0%
Borders
12
$568.26M
14%
Borders high risk
5
$40.25M
1%
Total
17
$744.5M
18%
Holdings — 17 flagged holdings
1.
Microsoft Corp
:$236.43M
5.85%
2.
Alphabet Inc Class A
:$147.7M
3.65%
3.
Amazon.com Inc
:$108.33M
2.68%
4.
Costco Wholesale Corp
$66.64M
1.65%
5.
Berkshire Hathaway Inc Class B
$46.11M
1.14%
6.
Target Corp
$37.19M
0.92%
7.
Alphabet Inc Class C
:$19.52M
0.48%
8.
Cal-Maine Foods Inc
$18.09M
0.45%
9.
Citizens Financial Group Inc
:$13.55M
0.33%
10.
Teledyne Technologies Inc
:$11.53M
0.29%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Goldman Sachs U.S. Tax-Managed Equity Fund GSDPX
Environment
Social
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