Goldman Sachs US Equity Insights R (GSURX)

Fund Assets	1.14B
Expense Ratio	1.198%
Min. Investment	$0.00
Turnover	204.00%
Dividend (ttm)	0.04
Dividend Yield	0.07%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 16, 2025

Previous Close	68.44
YTD Return	9.94%
1-Year Return	13.79%
5-Year Return	88.50%
52-Week Low	56.71
52-Week High	70.17
Beta (5Y)	1.03
Holdings	161
Inception Date	Nov 30, 2007

About GSURX

Goldman Sachs U.S. Equity Insights Fund Class R is a mutual fund designed to provide investors with diversified exposure to the U.S. equity market. Its primary function is to invest in a broad portfolio of large-cap U.S. stocks, aiming to mirror the performance characteristics of the overall U.S. stock market. The fund falls within the large-blend category, which means it typically holds a balanced mix of growth and value stocks, representing a wide range of sectors and industries. Managed by Goldman Sachs Asset Management, the fund employs systematic investment strategies to identify and select companies with favorable fundamentals. By investing at least 80% of its net assets in equities, the fund seeks to offer long-term capital appreciation and risk-adjusted returns for investors. With total assets exceeding $1 billion, the fund plays a significant role in providing institutional and individual investors access to the growth potential of leading U.S. companies while maintaining diversification to help manage risk.

• Fund Family: Goldman Sachs
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: GSURX
• Share Class: Class R
• Index: S&P 500 TR

Performance

GSURX had a total return of 13.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.59%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FIQCX	Fidelity	Fidelity Advisor Asset Manager 85% Z	0.56%
FBRNX	Fidelity	Fidelity Advisor Stock Sel I	0.53%
FSSKX	Fidelity	Fidelity Stock Selec-Class K	0.42%
FSJHX	Fidelity	Fidelity Advisor Stock Sel M	1.07%
FEYAX	Fidelity	Fidelity Advisor Asset Manager 85% A	0.92%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
GSEUX	Class R6 Shares	0.56%
GSEPX	Class P Shares	0.56%
GSELX	Institutional	0.57%
GSUTX	Investor Shares	0.68%

Top 10 Holdings

39.44% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	8.16%
NVIDIA Corporation	NVDA	7.41%
Alphabet Inc.	GOOG	4.68%
Microsoft Corporation	MSFT	4.29%
Amazon.com, Inc.	AMZN	3.58%
Broadcom Inc.	AVGO	3.47%
JPMorgan Chase & Co.	JPM	2.54%
Mastercard Incorporated	MA	1.85%
Meta Platforms, Inc.	META	1.74%
Micron Technology, Inc.	MU	1.72%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 16, 2025	$0.0448	Dec 17, 2025
Dec 11, 2025	$7.8771	Dec 12, 2025
Dec 12, 2024	$9.8086	Dec 13, 2024
Dec 18, 2023	$0.0677	Dec 19, 2023
Dec 13, 2023	$1.2057	Dec 14, 2023
Dec 16, 2021	$0.0943	Dec 17, 2021

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error