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Morningstar

Goldman Sachs U.S. Equity ESG Ins GINGX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 20.96  /  +1.01 %
  • Total Assets 28.0 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Closed
  • TTM Yield 0.69%
  • Turnover 34%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:48 PM GMT+0

Morningstar’s Analysis GINGX

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

  • People Pillar

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

Goldman Sachs U.S. Equity ESG Ins's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GINGX

More GINGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.01 2.3 Mil
Technology

Apple Inc

7.41 2.1 Mil
Technology

NVIDIA Corp

5.72 1.6 Mil
Technology

Alphabet Inc Class A

4.87 1.4 Mil
Communication Services

Amazon.com Inc

4.60 1.3 Mil
Consumer Cyclical

JPMorgan Chase & Co

3.95 1.1 Mil
Financial Services

Procter & Gamble Co

3.03 855,605
Consumer Defensive

Morgan Stanley

2.73 772,466
Financial Services

NextEra Energy Inc

2.56 722,616
Utilities

Cisco Systems Inc

2.53 715,263
Technology