Goldman Sachs Balanced B
180 Maiden Ln Fl 37
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Phone: 800-526-7384
| Category: | Conservative Allocation | | Fund Family: | Goldman Sachs | | Net Assets: | 9.22M | | Year-to-Date Return: | 21.70% | | Yield: | 2.24% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-96 |
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Don Mulvihill
Lead Manager since
01-May-06 | | | Mulvihill develops and implements of tax-efficient investment strategies. He works with our Investment Professionals to integrate income and estate tax considerations into investment decisions in order to enhance the long-term accumulation of wealth, net of taxes, for the benefit of future heirs and charities. Mulvihill joined GSAM in 1980, and has worked in several different roles in Chicago, New York, London and Tokyo. |
| 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 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
(8-Dec-09):
| 0.20 | | Last Cap Gain
(10-Dec-07):
| 1.20 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.60% |
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| Expense | GSBBX | Category
Avg | | Total Expense Ratio: | %
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.91% | | Max Deferred Sales Load: | 5.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $642 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $987 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
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