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Goldman Sachs US Equity Insights Inv GSUTX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 61.63  /  +0.02 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.49%
  • 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 GSUTX

Will GSUTX outperform in future?

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

Goldman Sachs US Equity Insights Inv’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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings GSUTX

  • 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