Goldman Sachs Balanced Strat Instl
180 Maiden Ln Fl 37
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Phone: 800-621-2550
| Category: | Conservative Allocation | | Fund Family: | Goldman Sachs | | Net Assets: | 135.23M | | Year-to-Date Return: | 16.20% | | Yield: | 4.39% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-98 |
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Katinka Domotorffy
Lead Manager since
30-Dec-01 | | | Domotorffy is the manager director and the senior portfolio manager of GSAM and joined it as a member of the quantitative strategies Group in 1998. She holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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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 Goldman Sachs short duration government fund. |
| Last Dividend
(29-Sep-09):
| 0.17 | | Last Cap Gain
(19-Dec-08):
| 0.15 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 75.40% |
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| Expense | GIPIX | Category
Avg | | Total Expense Ratio: | 0.86%
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 325 | $638 | | 5 Yr Expense Projection*: |
$ 563 | $979 | | 10 Yr Expense Projection*: |
$ 1,248 | $1,930 |
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0.18% Nasdaq 
0.42%
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