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Goldman Sachs Balanced Strategy A (GIPAX)
At close: April 24 at 6:46 PM EDT
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11.61 - YTD Return 3.57%
- Expense Ratio 0.67%
- Category Tactical Allocation
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 569.96M
- Beta (5Y Monthly) 0.78
- Yield 1.75%
- 5y Average Return --
- Holdings Turnover 40.00%
- Last Dividend 0.05
- Inception Date Jan 2, 1998
The fund seeks to achieve its investment objective by investing approximately 50% (which allocation could be increased by 30% or decreased by 25%) of its assets in underlying fixed income funds, approximately 15% (which allocation could be increased by 5% or decreased by 15%) of its assets in the underlying dynamic funds, and approximately 35% (which allocation could be increased by 25% or decreased by 30%) of its assets in underlying equity funds.
Goldman Sachs
Fund Family
Tactical Allocation
Fund Category
569.96M
Net Assets
1998-01-02
Inception Date
Performance Overview: GIPAX
Trailing returns as of 4/23/2024. Category is Tactical Allocation.
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Holdings: GIPAX
Top 9 Holdings (78.56% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorGIPAX
Technology 21.88%
Financial Services 14.77%
Consumer Cyclical 11.44%
Healthcare 11.23%
Industrials 10.84%
Communication Services 6.60%
Consumer Defensive 6.58%
Real Estate 4.91%
Energy 4.68%
Basic Materials 4.05%
Utilities 3.01%
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