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
17 Jul 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
Costs
- Ongoing costs
Includes management fees of 1,00 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp7.3%
- Apple Inc6.7%
- NVIDIA Corp6.3%
- Amazon.com Inc4.2%
- Broadcom Inc3.1%
- Alphabet Inc Class C3.0%
- Meta Platforms Inc Class A2.1%
- Tesla Inc2.0%
- Visa Inc Class A2.0%
- Netflix Inc1.8%