Goldman Sachs Clean Energy Income Fund

Shareclass
Goldman Sachs Clean Energy Income P (GCEPX)
Type
Open-end mutual fund
Sustainability mandate
Gender equality score
Gender equality score

58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
96.2
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 34 out of 873 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
11/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. National Grid PLC
    1.72% of assets
    $1.12M invested
  • 2. Iberdrola SA
    6.09% of assets
    $3.97M invested
  • 3. Enel SpA
    0.5% of assets
    $328,010 invested
  • 4. Redeia Corporacion SA
    1.51% of assets
    $985,554 invested
  • 5. Drax Group PLC
    2.03% of assets
    $1.32M invested
  • 6. SSE PLC
    4.33% of assets
    $2.82M invested
  • 7. EDP SA
    6.73% of assets
    $4.39M invested
  • 8. Engie SA
    1.7% of assets
    $1.11M invested
  • 9. Terna SpA
    3.47% of assets
    $2.26M invested
  • 10. Meridian Energy Ltd
    1.8% of assets
    $1.17M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Darling Ingredients Inc
    1.22% of assets
    $798,197 invested
  • 2. Enphase Energy Inc
    3.97% of assets
    $2.59M invested
  • 3. TransAlta Corp
    0.97% of assets
    $631,442 invested
  • 4. Sunnova Energy International Inc
    0.6% of assets
    $388,626 invested
  • 5. Ormat Technologies Inc
    4.36% of assets
    $2.85M invested
  • 6. Chubu Electric Power Co Inc
    0.86% of assets
    $560,568 invested
  • 7. Clearway Energy Inc Class A
    0.63% of assets
    $409,285 invested
  • 8. NextEra Energy Inc
    1.76% of assets
    $1.15M invested
  • 9. Vestas Wind Systems AS
    1.97% of assets
    $1.28M invested
  • 10. CLP Holdings Ltd
    2.73% of assets
    $1.78M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on GCEPX at Morningstar.com
Gender Equality and Returns
Returns chart for Goldman Sachs Clean Energy Income Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
GCEPX
Goldman Sachs Clean Energy Income Fund
Family
Goldman Sachs
Category
Miscellaneous Sector
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
18% less  in annualized returns
Higher overall gender equality score 
3 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Higher commitment, transparency, and accountability score 
1 / 10 points higher
Current fund
GCEPX
Goldman Sachs Clean Energy Income Fund
Family
Goldman Sachs
Category
Miscellaneous Sector
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
18% less  in annualized returns
Higher overall gender equality score 
3 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Higher commitment, transparency, and accountability score 
1 / 10 points higher
Current fund
GCEPX
Goldman Sachs Clean Energy Income Fund
Family
Goldman Sachs
Category
Miscellaneous Sector
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
18% less  in annualized returns
Higher overall gender equality score 
3 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Higher commitment, transparency, and accountability score 
1 / 10 points higher
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
GCEPX - Goldman Sachs Clean Energy Income Fund
2.3%
-9.89%
/
/
58  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
26%
7.75%
11%
9.42%
55  / 100 points
Fund compared to benchmark
 
-23.98%
-17.65%
/
/
3  / 100 points higher
Find more financial data on GCEPX at Morningstar.com
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