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
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GSUTX
Share Class Investor Shares
Index S&P 500 TR
GSUTX had a total return of 11.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.88%.
