Sensible Investor

Immutable verification record

Goldman Sachs U.S. Equity Insights Fund

Run 363649da-fcfb-4007-87ef-de06de7710ca · portfolio period 2026-04-30 · captured 2026-07-29T14:22:09.616Z

This is the permanent record of what our July 29, 2026 data run computed for Goldman Sachs U.S. Equity Insights Fund, and the exact SEC documents every number came from — it exists so anyone can check us.

Current interpretation · methodology 1.5

How to read this prior-run record now

52.5% of this portfolio matches the S&P 500, which costs $10 a year per $100,000 to own outright. This fund charges $560 a year.

This interpretation is computed under the current methodology and is not inserted into the immutable record below.

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 the S&P 500, fund portfolio as of 2026-04-30; measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-31. 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

Active share by comparison index

Holdings difference for every comparison calculated in this run.
IndexActive shareHoldings evidenceIdentifier match
the S&P 50047.5%measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-3187.7%
the Russell 1000 index50.5%measured against the filed holdings of iShares Russell 1000 ETF (IWB), as of 2026-03-3199.3%
the Russell 1000 Growth index50.9%measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-3163.7%
the total US market52.6%measured against the filed holdings of Vanguard Total Stock Market ETF (VTI), as of 2026-03-3199.2%
the Russell 1000 Value index74.5%measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-3162.4%
the S&P MidCap 40094.4%measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-319.5%
the S&P SmallCap 60099.6%measured against the filed holdings of iShares Core S&P Small-Cap ETF (IJR), as of 2026-03-310.4%
the Russell 2000 index100.0%measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-310.0%

Filed expense ratios by share class

Each fee is tied to its filed SEC source and period.
Share classExpense ratioFiling periodSEC document
GSELX (Goldman Sachs U.S. Equity Insights Fund)0.56%2025-10-31Open SEC expense filing
GSEPX (Goldman Sachs U.S. Equity Insights Fund)0.55%2025-10-31Open SEC expense filing
GSESX (Goldman Sachs U.S. Equity Insights Fund)1.06%2025-10-31Open SEC expense filing
GSEUX (Goldman Sachs U.S. Equity Insights Fund)0.55%2025-10-31Open SEC expense filing
GSSQX (Goldman Sachs U.S. Equity Insights Fund)0.92%2025-10-31Open SEC expense filing
GSURX (Goldman Sachs U.S. Equity Insights Fund)1.17%2025-10-31Open SEC expense filing
GSUSX (Goldman Sachs U.S. Equity Insights Fund)1.67%2025-10-31Open SEC expense filing
GSUTX (Goldman Sachs U.S. Equity Insights Fund)0.67%2025-10-31Open SEC expense filing

Match rates

How much of the fund filing could be matched to comparison holdings. A benchmark proxy is not compared with itself.
Fund identifier match87.7%
the S&P 50087.7%
the Russell 1000 index99.3%
the Russell 1000 Growth index63.7%
the total US market99.2%
the Russell 1000 Value index62.4%
the S&P MidCap 4009.5%
the S&P SmallCap 6000.4%
the Russell 2000 index0.0%

Fee-drag windows

Dollar fee drag from licensed return windows; the lowest-cost control class is omitted rather than compared with itself, and missing history remains explicit.
Share classWindowFee dragWindow dates
GSELX10 years$18,7362016-07-29 to 2026-07-29
GSELX20 years$78,6092006-07-31 to 2026-07-29
GSELX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
GSEPX10 years$18,4032016-07-29 to 2026-07-29
GSEPX20 years$77,2452006-07-31 to 2026-07-29
GSEPX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
GSESX10 years$35,0792016-07-29 to 2026-07-29
GSESX20 years$143,9082006-07-31 to 2026-07-29
GSESX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
GSEUX10 years$18,4032016-07-29 to 2026-07-29
GSEUX20 years$77,2452006-07-31 to 2026-07-29
GSEUX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
GSSQX10 years$30,5682016-07-29 to 2026-07-29
GSSQX20 years$126,1872006-07-31 to 2026-07-29
GSSQX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
GSURX10 years$38,5892016-07-29 to 2026-07-29
GSURX20 years$157,5352006-07-31 to 2026-07-29
GSURX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
GSUSX10 years$54,1622016-07-29 to 2026-07-29
GSUSX20 years$216,3102006-07-31 to 2026-07-29
GSUSX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
GSUTX10 years$22,3872016-07-29 to 2026-07-29
GSUTX20 years$93,4602006-07-31 to 2026-07-29
GSUTX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19

Check it yourself

  1. Open the fund’s linked SEC holdings filing and, for fees, the linked SEC expense filing in the table above.
  2. Find each security identifier and portfolio weight in the holdings filing, and the net annual operating expense for the relevant share class in its expense filing.
  3. Recalculate the comparison using the active-share formula and portfolio rules.
Raw record (JSON)

Download this record as JSON

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