Goldman Sachs Growth & Inc Strat A 180 Maiden Ln Fl 37 Map
Phone: 800-526-7384
| Category: | World Allocation | | Fund Family: | Goldman Sachs | | Net Assets: | 1.30B | | Year-to-Date Return: | 21.94% | | Yield: | 4.20% | | 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: | $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 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. |
| 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% |
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| Expense | GOIAX | Category 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 |
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