GZIRX - Goldman Sachs Strategic Income Fund Investor Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Goldman Sachs Strategic Income Fund Investor Class

Goldman Sachs Trust

71 South Wacker Drive

Chicago DE 60606

Management Information
Ashish Shah,Lead Manager since December 31, 2018
Mr. Shah is Co-Chief Investment Officer of Global Fixed Income, Global Head of Corporate Credit and Head of the Cross-Sector Strategy within Fixed Income. Mr. Shah joined Goldman Sachs Asset Management, L.P. in 2018. Mr. Shah was previously at AllianceBernstein from 2010 to 2018, where he was most recently the Head of Fixed Income and Chief Investment Officer of Global Credit. Prior to AB, he was a managing director and head of Global Credit Strategy at Barclays Capital (2008–2010), where he was responsible for the High Grade, High Yield, Structured Credit and Municipal Strategy groups and the Special Situations Research team. From 2003 to 2008, Shah was the head of Credit Strategy at Lehman Brothers, leading the Structured Credit/CDO and Credit Strategy groups and covering the cash bond, credit derivatives and CDO product areas for global credit investors. He holds a BS in economics from the Wharton School of the University of Pennsylvania.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryNontraditional Bond
Fund FamilyGoldman Sachs
Net Assets1.57B
YTD Return5.16%
Morningstar Rating
Inception DateJun 29, 2010

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover169.00%
Average for CategoryN/A

Fees & Expenses

ExpenseGZIRXCategory Average
Annual Report Expense Ratio (net)0.74%1.18%
Prospectus Net Expense Ratio0.74%N/A
Prospectus Gross Expense Ratio0.76%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.09%
Max Deferred Sales LoadN/A1.34%
3 Yr Expense Projection241N/A
5 Yr Expense Projection420N/A
10 Yr Expense Projection940N/A