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Morningstar

Goldman Sachs US Equity Insights C GSUSX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 50.65  /  −0.69 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 203%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:53 PM GMT+0

Morningstar’s Analysis GSUSX

Will GSUSX 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 GSUSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GSUSX 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 GSUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Goldman Sachs US Equity Insights C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSUSX

More GSUSX 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