Goldman Sachs U.S. Equity Insights Fund Investor Class (GSUTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
62.71
0.00 (0.00%)
Jun 27, 2025, 4:00 PM EDT
-3.12%
Fund Assets 1.06B
Expense Ratio 0.68%
Min. Investment $0.00
Turnover 206.00%
Dividend (ttm) 10.07
Dividend Yield 15.90%
Dividend Growth 565.73%
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 17, 2024
Previous Close 62.71
YTD Return 2.33%
1-Year Return 23.43%
5-Year Return 120.69%
52-Week Low 50.62
52-Week High 73.54
Beta (5Y) n/a
Holdings 148
Inception Date Nov 30, 2007

About GSUTX

Goldman Sachs U.S. Equity Insights Fund Investor Class is an actively managed mutual fund designed to provide long-term capital growth and dividend income. The fund primarily invests in a diversified portfolio of equity securities from U.S. issuers, with a focus on large-cap companies that demonstrate consistent profitability, robust growth, and solid balance sheets. The investment approach combines in-depth fundamental analysis and quantitative techniques to identify stocks exhibiting attractive valuations, high-quality business models, and favorable market sentiment. Key themes include fundamental mispricings and the use of rigorous research to select holdings. The fund's portfolio is concentrated in major U.S. sectors, particularly technology, consumer cyclical, and communication services, with top holdings commonly including Microsoft, Apple, NVIDIA, and Amazon. Classified as a "large blend" fund, it balances investments in both growth and value stocks, aiming for returns that align with the broader S&P 500 index. By maintaining a diversified selection and employing a repeatable and risk-aware investment process, the fund serves as a core equity holding for investors seeking exposure to the performance and trends of leading U.S. companies.

Fund Family Goldman Sachs
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol GSUTX
Share Class Investor Shares
Index S&P 500 TR

Performance

GSUTX had a total return of 23.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.65%.

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% - Class Z 0.57%
FBRNX Fidelity Fidelity Advisor Stock Selector Fund - Class I 0.48%
FSSKX Fidelity Fidelity Stock Selector Fund - Class K 0.36%
FSJHX Fidelity Fidelity Advisor Stock Selector Fund - Class M 0.98%
FEYAX Fidelity Fidelity Advisor Asset Manager 85% - Class A 0.94%

Other Share Classes

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

Symbol Share Class Expense Ratio
GSEPX Class P Shares 0.56%
GSEUX Class R6 Shares 0.56%
GSELX Institutional 0.57%
GSSQX Class A 0.93%

Top 10 Holdings

36.95% of assets
Name Symbol Weight
Apple Inc. AAPL 7.52%
Microsoft Corporation MSFT 7.22%
NVIDIA Corporation NVDA 5.25%
Amazon.com, Inc. AMZN 3.96%
Alphabet Inc. GOOG 3.24%
Broadcom Inc. AVGO 2.62%
Meta Platforms, Inc. META 2.38%
The Procter & Gamble Company PG 1.82%
Tesla, Inc. TSLA 1.52%
General Electric Company GE 1.44%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 17, 2024 $0.2633 Dec 18, 2024
Dec 12, 2024 $9.8086 Dec 13, 2024
Dec 18, 2023 $0.3072 Dec 19, 2023
Dec 13, 2023 $1.2057 Dec 14, 2023
Dec 16, 2022 $0.4874 Dec 19, 2022
Dec 16, 2021 $0.395 Dec 17, 2021
Full Dividend History