Goldman Sachs Balanced Strat IR
4900 Sears Twr C/O Goldman Sachs & Co Chicago IL 60606
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Phone: 800-526-7384
| Category: | Conservative Allocation | | Fund Family: | Goldman Sachs | | Net Assets: | 10.00K | | Year-to-Date Return: | -11.01% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Nov-07 |
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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: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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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
(29-Sep-08):
| 0.06 | | Last Cap Gain
(19-Dec-07):
| 0.32 | | Annual Holdings Turnover
| 34.00% | | Average for Category:
| 60.16% |
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| Expense | GIPTX | Category
Avg | | Total Expense Ratio: | 0.34%
| 0.97% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.97% | | Max Deferred Sales Load: | 0.00%
| 2.78% | | 3 Yr Expense Projection*: |
$365 | $700 | | 5 Yr Expense Projection*: |
$633 | $1,083 | | 10 Yr Expense Projection*: |
$1,398 | $2,095 |
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7.87% Nasdaq 
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