Goldman Sachs Balanced Strat A
4900 Sears Twr C/O Goldman Sachs & Co Chicago IL 60606
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Phone: 800-621-2550
| Category: | Conservative Allocation | | Fund Family: | Goldman Sachs | | Net Assets: | 427.25M | | Year-to-Date Return: | -5.32% | | Yield: | 3.42% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-98 |
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Mark M. Carhart
Lead Manager since
02-Jan-98 | | | Carhart joined Goldman Sachs Asset Management, L.P. as a member of the Quantitative Strategies team in 1997 and became co-head of the Quantitative Strategies team Quantitative in 1998. Carhart holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income and long-term capital appreciation. The fund invests approximately 60% of total assets among underlying fixed-income funds. It may invest a relatively significant percentage of its equity allocation in the structured large cap growth, structured large cap value, and structured international equity funds and may invest a relatively significant percentage of assets in the global income and high yield funds. It is expected that the fund may invest more than 25% of assets in the short duration government fund. |
| Last Dividend
(27-Jun-08):
| 0.06 | | Last Cap Gain
(19-Dec-07):
| 0.32 | | Annual Holdings Turnover
| 34.00% | | Average for Category:
| 59.69% |
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| Expense | GIPAX | Category
Avg | | Total Expense Ratio: | 0.59%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 4.96% | | Max Deferred Sales Load: | 0.00%
| 2.79% | | 3 Yr Expense Projection*: |
$969 | $706 | | 5 Yr Expense Projection*: |
$1,274 | $1,090 | | 10 Yr Expense Projection*: |
$2,137 | $2,110 |
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1.49% Nasdaq 
0.27%
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