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

Morningstar Medalist Rating
  • NAV / 1-Day Return$66.89  /  −0.39%
  • Fund Size$1.1B
  • Adjusted Expense Ratio1.170%
  • Net Expense Ratio1.170%
  • Fee Level: DistributionAverage
  • Share Class TypeRetirement, Medium
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.06%
  • Turnover Ratio204%

Morningstar’s Analysis GSURX

Will GSURX outperform in the future?

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

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.

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Portfolio Holdings GSURX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings39.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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NVIDIA Corp

7.4184M
Technology

Alphabet Inc Class C

4.6853M
Communication Services

Microsoft Corp

4.2948M
Technology

Amazon.com Inc

3.5840M
Consumer Cyclical

Broadcom Inc

3.4739M
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JPMorgan Chase & Co

2.5429M
Financial Services

Mastercard Inc Class A

1.8521M
Financial Services

Meta Platforms Inc Class A

1.7420M
Communication Services

Micron Technology Inc

1.7219M
Technology

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