Goldman Sachs Core Fxd-Inc B Goldman Sachs Trust Map
Phone: 800-621-2550
| Category: | Intermediate-Term Bond | | Fund Family: | Goldman Sachs | | Net Assets: | 1.58B | | Year-to-Date Return: | 2.27% | | Yield: | 2.74% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-1997 |
|
Michael B. Swell
Lead Manager since
31-Mar-2009 | | | Swell is managing director and head of the Goldman Sachs structured products team since 2007, co-head of the Goldman Sachs U.S.fixed income team since 2009. From 2005 to 2007, he was senior managing director of Friedman, Billings& Ramseyâs fixed income sales& trading division. From 1992 to 2004, he was vice president of Freddie Macâs securities sales and trading group, Freddie Macâs in-house mortgaged-backed securities broker dealer. He has over 20years of investment experience. |
| 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 |
|
| |
| The investment seeks capital appreciation and income.
The fund normally invests at least 80% of assets in fixed-income securities, including U.S. Government securities, corporate debt securities, privately issued Mortgage-Backed securities and asset-backed securities. It may invest up to 25% of assets in non-U.S. dollar denominated obligations, of which 10% may be invested in emerging countries. The fund may also invest in custodial receipts, Municipal Securities and convertible securities. |
| Last Dividend
(26-Feb-10):
| 0.02 | | Last Cap Gain
(15-Dec-08):
| 0.05 | | Annual Holdings Turnover
(18-Mar-10):
| 413.00% | | Average for Category:
| 198.44% |
|
| Expense | GCFBX | Category Avg | | Total Expense Ratio: | 1.55%
| 0.95% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.16% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$ 793 | $45 | | 5 Yr Expense Projection*: |
$ 1,050 | $71 | | 10 Yr Expense Projection*: |
$ 1,655 | $142 |
|
|