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Goldman Sachs US Equity Insights R GSURX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 64.21  /  −0.36 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.11%
  • Turnover 203%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 12:13 AM GMT+0

Morningstar’s Analysis GSURX

Will GSURX outperform in future?

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

Strength in Goldman Sachs US Equity Insights R'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 highest quintile among peers.

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Portfolio Holdings GSURX

  • 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