JUSTGoldman Sachs JUST U.S. Large Cap Equity ETF

Grow my money8y track recordRanked #851 of 2,960 in this goal

Seeks to provide investment results that closely correspond to the performance of the JUST US Large Cap Diversified Index.

By Goldman Sachs · Launched 2018

Annual Cost

0.20%

#1,039 of 5,562 · low cost

Fund Size

$563M

#1,472 of 5,562 · large

Return (1Y)Goal

+27.7%

Track Record

8 years

#1,753 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,709+27.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Index tracked

JUST US Large Cap Diversified Index

What it actually holds

By weight

Concentration

Top 10 holdings = 41.0% of fundmoderately concentrated

NVIDIA Corp

7.2%

Apple Inc

7.0%

Microsoft Corp

6.3%

Amazon.com Inc

5.3%

Alphabet Inc

3.2%

Broadcom Inc

3.2%

Alphabet Inc

2.6%

Meta Platforms Inc

2.5%

JPMorgan Chase & Co

2.1%

Eli Lilly & Co

1.6%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

39.4%

Financial Services

11.7%

Consumer Cyclical

9.4%

Communication

8.7%

Healthcare

8.4%

Industrials

8.1%

Consumer Defensive

5.0%

Energy

3.3%

Other

6.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.4%Moderate

Year-on-year price swings

Max drawdown

-33.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.13Strong risk-adjusted returns

Sortino (3Y)

1.67Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that closely correspond to the performance of the JUST US Large Cap Diversified Index.
Strategy: Invests primarily in securities included in the JUST US Large Cap Diversified Index, which consists of large-cap U.S. companies engaging in just business behavior. The Index is market capitalization-weighted and includes the top 50% of companies in the Russell 1000 based on rankings by JUST Capital Foundation.
Inception date: June 7, 2018
Fund family: Goldman Sachs