Goldman Sachs US CORE Equity Portfolio Base Inc USD Snap
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet investerer hovedsakelig i aksjer i USA. Forvalterens strategi utarbeides ved hjelp av dyptgående analyser av det enkelte selskap.
Investment horizon
- Goldman Sachs US CORE Equity Portfolio Base Inc USD Snap is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
16 Sept 2025
- Start date17 Nov 1996
- ISINLU0065004045
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,00 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp8.3%
- Microsoft Corp6.5%
- Apple Inc5.8%
- Amazon.com Inc4.1%
- Alphabet Inc Class C3.3%
- Broadcom Inc2.6%
- Meta Platforms Inc Class A2.5%
- Visa Inc Class A1.9%
- Berkshire Hathaway Inc Class B1.9%
- JPMorgan Chase & Co1.7%