Goldman Sachs US Equity Insights Instl

The investment seeks long-term growth of capital and dividend income.
The fund normally invests at least 80% of net assets plus any borrowings for investment purposes in a diversified portfolio of equity investments in U.S. issuers, including foreign companies that are traded in the United States. It maintains risk, style, and capitalization characteristics similar to the S&P 500® Index, which is an index of large-cap stocks designed to reflect a broad representation of the U.S. economy. The fund may also invest in fixed income securities that are limited to securities that are considered to be cash equivalents.

Key stats

Management firm  Goldman Sachs
Domicile  United States
Fund Administrator  Goldman Sachs Asset Management, L.P.
Global Branding Name  Goldman Sachs
12 month yield  1.17%
Fund currency  USD
Launch Date  1995-06-15
ISIN  US38141W3723
SEDOL  B1DRF43
Manager 1 Name  Len Ioffe
Manager 2 Name  Ronald Hua
Fund Strategy  Large Blend
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-11-30
Return - 1 Month  3.29%
Return - 2 Months  5.78 %
Return - 3 Months  4.08%
Return - 6 Months  9.42 %
Return - 9 months  13.70 %
Return - 12 Months  19.11%
Annualized return 24 months  26.04 %
Annualized return 36 months  22.08 %
Annualized return 48 months  19.18 %
Annualized return 60 months  16.85 %
Return 120 months  7.25 %
Annualized return since Inception  8.88%
Return YTD  15.61%

Ratings

Morning Star Rating Date   2014-11-30
Morning Star Rating - 36 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 60 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.62 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  71 South Wacker Drive, Chicago, Illinois 60606,
Contact Address 2  200 West Stree
Contact Address 3  New York,NY10282
Contact city  Chicago
Contact country  United States
Fund Admin Group  Goldman Sachs
Web Address  www.goldmansachs.com
Custodian  State Street Bank & Trust Co
Phone  (312) 362 3000

Price

Last Price Date  2014-12-04
Pre-tax nav  42.44
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.47
Price change (percentage)  -1.10 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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