The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Goldman Sachs US Equity Insights Inv GSUTX
- NAV / 1-Day Return 65.00 / +1.04 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.670%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.47%
- Turnover 203%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:48 PM GMT+0
Morningstar’s Analysis GSUTX
Will GSUTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 7.05 | 69.7 Mil | Technology |
Microsoft Corp | 6.69 | 66.1 Mil | Technology |
Amazon.com Inc | 4.65 | 46.0 Mil | Consumer Cyclical |
NVIDIA Corp | 4.62 | 45.7 Mil | Technology |
Alphabet Inc Class C | 3.67 | 36.2 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.81 | 27.7 Mil | Financial Services |
Visa Inc Class A | 2.08 | 20.6 Mil | Financial Services |
Meta Platforms Inc Class A | 1.86 | 18.4 Mil | Communication Services |
Costco Wholesale Corp | 1.83 | 18.1 Mil | Consumer Defensive |
Netflix Inc | 1.52 | 15.0 Mil | Communication Services |