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Goldman Sachs US Equity Insights Svc GSESX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 59.91  /  +0.69 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.26%
  • Turnover 203%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 12:27 AM GMT+0

Morningstar’s Analysis GSESX

Will GSESX outperform in future?

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

Strength in Goldman Sachs US Equity Insights Svc'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 second-costliest quintile among peers.

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Portfolio Holdings GSESX

  • 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

Microsoft Corp

8.28 70.7 Mil
Technology

Apple Inc

6.16 52.6 Mil
Technology

Amazon.com Inc

4.57 39.0 Mil
Consumer Cyclical

Alphabet Inc Class C

3.25 27.7 Mil
Communication Services

Berkshire Hathaway Inc Class B

2.84 24.3 Mil
Financial Services

NVIDIA Corp

2.50 21.3 Mil
Technology

UnitedHealth Group Inc

2.49 21.2 Mil
Healthcare

Visa Inc Class A

2.11 18.0 Mil
Financial Services

Costco Wholesale Corp

1.78 15.2 Mil
Consumer Defensive

Adobe Inc

1.78 15.2 Mil
Technology