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Morningstar

Goldman Sachs US Equity Insights Instl GSELX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 62.82  /  +0.98 %
  • Total Assets 996.0 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.61%
  • Turnover 203%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:11 AM GMT+0

Morningstar’s Analysis GSELX

Will GSELX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GSELX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GSELX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GSELX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Goldman Sachs US Equity Insights Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSELX

More GSELX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.70 73.9 Mil
Technology

Microsoft Corp

7.38 70.8 Mil
Technology

Amazon.com Inc

3.78 36.2 Mil
Consumer Cyclical

Alphabet Inc Class C

3.27 31.4 Mil
Communication Services

NVIDIA Corp

3.08 29.6 Mil
Technology

Berkshire Hathaway Inc Class B

2.84 27.3 Mil
Financial Services

UnitedHealth Group Inc

2.24 21.5 Mil
Healthcare

Visa Inc Class A

2.18 20.9 Mil
Financial Services

Meta Platforms Inc Class A

2.07 19.9 Mil
Communication Services

Costco Wholesale Corp

1.81 17.4 Mil
Consumer Defensive