Goldman Sachs Balanced Instl
4900 Sears Twr C/O Goldman Sachs & Co Chicago IL 60606
Map
Phone: 800-621-2550
| Category: | Conservative Allocation | | Fund Family: | Goldman Sachs | | Net Assets: | 2.95M | | Year-to-Date Return: | -6.33% | | Yield: | 3.14% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Aug-97 |
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Robert C. Jones
Lead Manager since
01-May-06 | | | Jones is a chief investment officer and managing director of Goldman Sachs Asset Management, L.P. He joined the adviser as a portfolio manager in 1989. Jones holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | 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 Long-term growth of capital and current income. The fund invests between 50% and 70% of total assets (not including securities lending collateral and any investment of that collateral) measured at time of purchase in equity investments. It invests at least 25% of total Assets in fixed income securities. The fund invests at least 25% of total assets in senior fixed-income securities. It may invest up to 20% of total assets in foreign securities, including up to 15% of total assets in obligations of issuers in countries with emerging markets or economies. |
| Last Dividend
(27-Jun-08):
| 0.17 | | Last Cap Gain
(10-Dec-07):
| 1.20 | | Annual Holdings Turnover
| 63.00% | | Average for Category:
| 59.69% |
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| Expense | GSBIX | Category
Avg | | Total Expense Ratio: | 0.66%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 0.00%
| 2.79% | | 3 Yr Expense Projection*: |
$287 | $706 | | 5 Yr Expense Projection*: |
$498 | $1,090 | | 10 Yr Expense Projection*: |
$1,108 | $2,110 |
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1.49% Nasdaq 
0.27%
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