Fossil fuel companiesare fueling the climate crisis.


Goldman Sachs Tax-Advantaged Global Equity Portfolio

Shareclass
Goldman Sachs Tax-Advntgd Gbl Eq Instl (TIGGX)
Type
Open-end mutual fund
Fossil fuel exposure of 6.34% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Berkshire Hathaway Inc Class B
Macroclimate 50Top 50 coal-fired power
$22.21 MILLION
Shell PLC
Carbon Underground 200Top 200 carbon reserves
$6.37 MILLION
EOG Resources Inc
Carbon Underground 200Top 200 carbon reserves
$4.96 MILLION
Antero Resources Corp
Carbon Underground 200Top 200 carbon reserves
$1.43 MILLION
Petroleo Brasileiro SA Petrobras Participating Preferred
Carbon Underground 200Top 200 carbon reserves
$1.32 MILLION
Electric Power Development Co Ltd
Macroclimate 50Top 50 coal-fired power
$1.28 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
71
holdings
$19.75M
invested
0.51%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
119
holdings
$10.98M
invested
0.28%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
241
holdings
$204.14M
invested
5.23%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
29
holdings
$24.2M
invested
0.62%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
178
holdings
$94.37M
invested
2.42%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
375 holdings
375 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 50Fossil-fired utility
    $22.21M
    0.57%
  • 2. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $15.23M
    0.39%
  • 3. Siemens Energy AG Ordinary Shares
    Oil/gas industry
    $8.88M
    0.23%
  • 4. Magnolia Oil & Gas Corp Class A
    Oil/gas industry
    $8.79M
    0.22%
  • 5. Engie SA
    Oil/gas industryFossil-fired utility
    $8.44M
    0.22%
See all



Financial performance
Performance data provided byMorningstarFind more financial data on TIGGX at Morningstar.com
Current fund
TIGGX
Goldman Sachs Tax-Advantaged Global Equity Portfolio
Family
Goldman Sachs
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/25
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
 10-yr returns 
-0.97% less in annualized returns
Less invested in fossil fuels 
2.17% less invested
Lower fossil finance risk score 
10 points lower
Higher fossil insurance risk score 
1 points higher
Less invested in Clean200 
9.67% less invested
Current fund
TIGGX
Goldman Sachs Tax-Advantaged Global Equity Portfolio
Family
Goldman Sachs
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/25
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
 10-yr returns 
-0.97% less in annualized returns
Less invested in fossil fuels 
2.17% less invested
Lower fossil finance risk score 
10 points lower
Higher fossil insurance risk score 
1 points higher
Less invested in Clean200 
9.67% less invested
Current fund
TIGGX
Goldman Sachs Tax-Advantaged Global Equity Portfolio
Family
Goldman Sachs
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/25
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
 10-yr returns 
-0.97% less in annualized returns
Less invested in fossil fuels 
2.17% less invested
Lower fossil finance risk score 
10 points lower
Higher fossil insurance risk score 
1 points higher
Less invested in Clean200 
9.67% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio
21%
19%
15%
10%
6.34% 
Benchmark
ACWI - iShares MSCI ACWI ETF
23%
22%
15%
11%
8.51% 
Fund compared to benchmark
 
-2.12%
-2.5%
0.06%
-0.97%
2.17%  lower
Find more financial data on TIGGX at Morningstar.com
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