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Goldman Sachs US Equity Insights R6 GSEUX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 65.71  /  +0.02 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.62%
  • Turnover 203%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 1:58 AM GMT+0

Morningstar’s Analysis GSEUX

Will GSEUX outperform in future?

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

Goldman Sachs US Equity Insights R6’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings GSEUX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.7
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