Concentration risk may have been overshadowed by major geopolitical events this year, but it hasn't gone away. Indeed, the big AI hyperscalers remain a significant part of portfolios, but with that comes risk.
Making its debut on 09/12/2017, smart beta exchange traded fund Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) provides investors broad exposure to the Style Box - Large Cap Blend category of the market.
If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW), a passively managed exchange traded fund launched on September 12, 2017.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 5,467 | $439,074.96 | $516,576.83 | $77,501.87 | 17.65% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 55,155 | $4.34M | $5.2M | $860,831.86 | 19.82% |
Jeff Ameen Spire Wealth Management | 221 | $18,020.34 | $20,941.96 | $2,921.62 | 16.21% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 21,935 | $1.85M | $2.07M | $226,502.42 | 12.27% |
Bobby Adusumilli SJS Investment Consulting Inc. | 476 | $33,872.16 | $44,962.96 | $11,090.8 | 32.74% |
| BATS Exchange | US Country |
The fund is designed to provide investors with exposure to large capitalization U.S. equities, adhering closely to its investment objective by allocating at least 80% of its assets to securities found within its underlying index. This underlying index is the equal-weight version of the Solactive US Large Cap Index, which itself is a market-capitalization-weighted index comprising approximately 500 of the largest U.S. companies. This strategic approach emphasizes an equal-weight investment method, diverging from traditional market-cap weighted strategies to potentially offer a diversified portfolio and a different risk-return profile.
The fund's primary offering includes investing in equity securities of large capitalization U.S. issuers. By focusing on an equal-weight version of the Solactive US Large Cap Index, this service enables investors to diversify their investment in approximately 500 of the largest U.S. companies. Unlike traditional market-capitalization-weighted indices where larger companies have a bigger impact on the index's performance, the equal-weight strategy ensures that each constituent contributes equally to the portfolio's returns, potentially providing a broader market representation and reducing concentrated risk.