Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 9, 2009, 1:25PM ET - U.S. Markets close in 2 hours and 35 minutes. Dow Up 1.51% Nasdaq Up 1.50%
Goldman Sachs Growth & Inc Strat A (GOIAX)On Nov 6: 9.66   0.00 (0.00%)  
MORE ON GOIAX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Sep-09Get Profile for:
Goldman Sachs Growth & Inc Strat A
180 Maiden Ln Fl 37
Map
Phone: 800-526-7384
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:World Allocation
Fund Family:Goldman Sachs
Net Assets:1.30B
Year-to-Date Return:21.94%
Yield:4.20%
Morningstar Rating:2 stars
Fund Inception Date:02-Jan-98
MORNINGSTAR STYLE BOX 
World Allocation
[View Category Definition]
View Top World Allocation Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
GOIAX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks long-term capital appreciation and current income. The fund invests approximately 60% of total assets in underlying equity funds, which are intended to provide the capital appreciation component. It may invest a relatively significant percentage of 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 core fixed income and global income funds.
FUND OPERATIONS 
Last Dividend (29-Sep-09): 0.15
Last Cap Gain (19-Dec-08): 0.35
Annual Holdings Turnover 39.00%
Average for Category: 65.49%
FEES & EXPENSES 
ExpenseGOIAXCategory
Avg
Total Expense Ratio:1.32% 1.17%
Max 12b1 Fee:0.25% N/A
Max Front End Sales Load:5.50% 4.95%
Max Deferred Sales Load:% 2.27%
3 Yr Expense Projection*: $ 989$718
5 Yr Expense Projection*: $ 1,309$1,129
10 Yr Expense Projection*: $ 2,211$2,251
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials