Morningstar

Goldman Sachs U.S. Equity Insights Fund Class R GSURX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 67.21  /  +0.46 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.06%
  • Turnover 204%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis GSURX

Will GSURX outperform in the 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 GSURX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs US Equity Insights R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GSURX

More GSURX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.60 85M
Technology

NVIDIA Corp

7.57 85M
Technology

Alphabet Inc Class C

5.35 60M
Communication Services

Microsoft Corp

4.89 55M
Technology

Amazon.com Inc

4.56 51M
Consumer Cyclical

Broadcom Inc

4.34 49M
Technology

Meta Platforms Inc Class A

3.19 36M
Communication Services

JPMorgan Chase & Co

2.38 27M
Financial Services

Berkshire Hathaway Inc Class B

2.19 25M
Financial Services

Tesla Inc

1.90 21M
Consumer Cyclical

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