Registry rank 2788 · Portfolio as of 2026-04-30

Goldman Sachs U.S. Equity Insights Fund

GSELX · GSEPX · GSESX · GSEUX · GSSQX · GSURX · GSUSX · GSUTX

Best-fit active share47.5%vs IVV · fund as of 2026-04-30 · proxy as of 2026-03-31
Declared-benchmark active share47.5%S&P 500® Index · benchmark match · fund as of 2026-04-30 · proxy as of 2026-03-31 · declared source as of 2025-10-31
GSELX expense ratio0.56%SEC expense filing · as of 2025-10-31
GSELX fee per active unit1.18%expense as of 2025-10-31; fund as of 2026-04-30; proxy as of 2026-03-31

Filed fees in dollars

SEC-convention illustration

Computed from SEC filings

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.01% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline. Computed from SEC filings.
Share class and filing10 years20 years30 years
GSELX0.56% · SEC expense filing · as of 2025-10-31$8,327$26,408$62,827
GSEPX0.55% · SEC expense filing · as of 2025-10-31$8,179$25,951$61,768
GSESX1.06% · SEC expense filing · as of 2025-10-31$15,562$48,227$112,188
GSEUX0.55% · SEC expense filing · as of 2025-10-31$8,179$25,951$61,768
GSSQX0.92% · SEC expense filing · as of 2025-10-31$13,567$42,317$99,052
GSURX1.17% · SEC expense filing · as of 2025-10-31$17,112$52,766$122,155
GSUSX1.67% · SEC expense filing · as of 2025-10-31$23,974$72,281$163,788
GSUTX0.67% · SEC expense filing · as of 2025-10-31$9,945$31,380$74,283

Real trailing windows

Computed on licensed market-return history

Trailing windows use IVV adjusted-close total-return history through 2026-07-29 and the same filed index-control fee baseline as the convention table. Methodology.

Dollar fee drag over actual trailing proxy-return windows. Each result below is computed on licensed market-return history.
Share class and filing10 years20 years30 years
GSELXFiled fee as of 2025-10-31$18,736Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$78,609Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
GSEPXFiled fee as of 2025-10-31$18,403Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$77,245Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
GSESXFiled fee as of 2025-10-31$35,079Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$143,908Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
GSEUXFiled fee as of 2025-10-31$18,403Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$77,245Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
GSSQXFiled fee as of 2025-10-31$30,568Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$126,187Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
GSURXFiled fee as of 2025-10-31$38,589Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$157,535Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
GSUSXFiled fee as of 2025-10-31$54,162Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$216,310Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window
GSUTXFiled fee as of 2025-10-31$22,387Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.88% annualized
$93,460Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.19% annualized
Proxy history begins 2000 — no full 30-year window

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Return mode

Computed from SEC filings

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.01% computed index-control baseline. GSELX SEC expense filing, as of 2025-10-31. Methodology.

SEC-convention illustration for GSELX; expense ratio filed as of 2025-10-31.
ResultAmount
Ending value at baseline$264,825
Ending value at filed expense ratio$238,417
Difference attributed to fee drag$26,408

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IVV

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

HoldingFundIVVDifference
Broadcom, Inc.4.38%2.63%+1.76%
Texas Instruments, Inc.1.59%0.32%+1.28%
KIRBY CORP1.13%0.00%+1.13%
CVS Health Corp.1.26%0.16%+1.10%
Synopsys, Inc.1.24%0.14%+1.10%
Vulcan Materials Co.1.12%0.06%+1.05%
Loews Corp.1.06%0.03%+1.03%
CLEAN HARBORS INC1.02%0.00%+1.02%
Apple, Inc.7.68%6.67%+1.01%
TJX Cos., Inc. (The)1.30%0.32%+0.98%

Source and verification

SEC N-PORT filing · filed 2026-06-22 · period 2026-04-30

SEC expense filing · period 2025-10-31

Immutable verification record · Active-share method

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “Goldman Sachs U.S. Equity Insights Fund — best-fit active share,” 47.5% versus IVV, fund portfolio as of 2026-04-30. https://sensible-investor.com/registry/gselx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

GSELX filed expense ratio

Sensible Investor, “Goldman Sachs U.S. Equity Insights Fund — filed expense ratio,” 0.56% for GSELX, as of 2025-10-31. https://sensible-investor.com/registry/gselx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

GSELX fee per active unit

Sensible Investor, “Goldman Sachs U.S. Equity Insights Fund — fee per unit of active management,” 1.18% using the GSELX expense ratio as of 2025-10-31 and fund portfolio as of 2026-04-30. https://sensible-investor.com/registry/gselx/as-of/363649da-fcfb-4007-87ef-de06de7710ca