Nasdaq - Delayed Quote USD

Goldman Sachs US Equity Insights P (GSEPX)

74.69 -0.20 (-0.27%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 74.89
  • YTD Return 25.17%
  • Expense Ratio 0.55%
  • Category Large Blend
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.11B
  • Beta (5Y Monthly) 0.99
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 203.00%
  • Last Dividend 0.42
  • Inception Date Apr 16, 2018

The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a diversified portfolio of equity investments in U.S. issuers. It may also invest in fixed income securities that are considered to be cash equivalents.

Goldman Sachs

Fund Family

Large Blend

Fund Category

1.11B

Net Assets

2018-04-16

Inception Date

Performance Overview: GSEPX

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Trailing returns as of 10/18/2024. Category is Large Blend.

YTD Return

GSEPX
25.17%
Category
5.31%
?

1-Year Return

GSEPX
39.84%
Category
20.31%
?

3-Year Return

GSEPX
11.11%
Category
6.48%
?

5-Year Return

GSEPX
15.59%
Category
11.78%
?

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Holdings: GSEPX

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Top 10 Holdings (36.77% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 7.05%
MSFT
Microsoft Corporation 6.69%
AMZN
Amazon.com, Inc. 4.65%
NVDA
NVIDIA Corporation 4.62%
GOOG
Alphabet Inc. 3.67%
BRK-B
Berkshire Hathaway Inc. 2.81%
V
Visa Inc. 2.08%
META
Meta Platforms, Inc. 1.86%
COST
Costco Wholesale Corporation 1.83%
NFLX
Netflix, Inc. 1.52%

Sector Weightings

Recent News: GSEPX

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Research Reports: GSEPX

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