GUSEGoldman Sachs Enhanced U.S. Equity ETF

Grow my money18y track recordRanked #754 of 2,960 in this goal

Seeks long-term growth of capital.

By Goldman Sachs · Launched 2008

Annual Cost

0.30%

#1,472 of 5,562 · low cost

Fund Size

$355M

#1,829 of 5,562 · large

Return (1Y)Goal

N/A

Track Record

18 years

#573 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,553+15.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 40.2% of fundmoderately concentrated

NVIDIA Corp

7.8%

Microsoft Corp

6.6%

Apple Inc

6.5%

Amazon.com Inc

4.4%

Broadcom Inc

3.4%

Alphabet Inc

3.2%

Meta Platforms Inc

3.0%

Alphabet Inc

1.9%

Tesla Inc

1.7%

JPMorgan Chase & Co

1.6%

Asset allocation

Stocks

99.4%

Cash

0.6%

By sector

Technology

37.8%

Financial Services

11.8%

Communication

10.4%

Consumer Cyclical

10.4%

Industrials

8.1%

Healthcare

7.0%

Consumer Defensive

4.7%

Energy

3.0%

Other

6.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-8.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in U.S. equity securities of small-, mid-, and large-cap companies, focusing on those positioned for long-term growth. Uses fundamental and quantitative analysis, integrating ESG factors, and may invest up to 20% in foreign securities and 10% in fixed income.
Inception date: January 31, 2008
Fund family: Goldman Sachs