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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 55.54  /  0.95 %
  • Total Assets 909.1 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 Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.95%
  • Turnover 205%

USD | NAV as of Sep 20, 2023 | 1-Day Return as of Sep 20, 2023, 11:35 PM 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 just 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 139
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.33
57,877,169
Technology

Microsoft Corp

5.61
51,276,471
Technology

Berkshire Hathaway Inc Class B

2.83
25,862,470
Financial Services

Alphabet Inc Class C

2.62
23,961,964
Communication Services

Amazon.com Inc

1.96
17,934,514
Consumer Cyclical

NVIDIA Corp

1.79
16,389,392
Technology

Costco Wholesale Corp

1.74
15,876,088
Consumer Defensive

Adobe Inc

1.59
14,576,081
Technology

Mondelez International Inc Class A

1.45
13,256,295
Consumer Defensive

Chevron Corp

1.44
13,153,960
Energy