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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
64.37
0.00 (0.00%)
Jul 23, 2025, 4:00 PM EDT
Fund Assets1.11B
Expense Ratio0.68%
Min. Investment$0.00
Turnover206.00%
Dividend (ttm)10.07
Dividend Yield15.65%
Dividend Growth565.73%
Payout FrequencySemi-Annual
Ex-Dividend DateDec 17, 2024
Previous Close64.37
YTD Return5.04%
1-Year Return24.06%
5-Year Return115.44%
52-Week Low50.62
52-Week High73.54
Beta (5Y)n/a
Holdings148
Inception DateNov 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 24.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.78%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FIQCXFidelityFidelity Advisor Asset Manager 85% - Class Z0.57%
FBRNXFidelityFidelity Advisor Stock Selector Fund - Class I0.48%
FSSKXFidelityFidelity Stock Selector Fund - Class K0.36%
FSJHXFidelityFidelity Advisor Stock Selector Fund - Class M0.98%
FEYAXFidelityFidelity Advisor Asset Manager 85% - Class A0.94%

Other Share Classes

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

SymbolShare ClassExpense Ratio
GSEPXClass P Shares0.56%
GSEUXClass R6 Shares0.56%
GSELXInstitutional0.57%
GSSQXClass A0.93%

Top 10 Holdings

36.95% of assets
NameSymbolWeight
Apple Inc.AAPL7.52%
Microsoft CorporationMSFT7.22%
NVIDIA CorporationNVDA5.25%
Amazon.com, Inc.AMZN3.96%
Alphabet Inc.GOOG3.24%
Broadcom Inc.AVGO2.62%
Meta Platforms, Inc.META2.38%
The Procter & Gamble CompanyPG1.82%
Tesla, Inc.TSLA1.52%
General Electric CompanyGE1.44%
View More Holdings

Dividend History

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