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Morningstar

Goldman Sachs US Equity Insights Inv GSUTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 48.79  /  0.31 %
  • Total Assets 953.1 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.670%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.06%
  • Turnover 205%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:12 AM GMT+00:00

Morningstar’s Analysis GSUTX

Will GSUTX 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 GSUTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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Goldman Sachs US Equity Insights Inv’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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