Goldman Sachs Balanced Strat B
Goldman Sachs Trust
Phone: 800-526-7384
| Category: |
Conservative Allocation |
| Fund Family: |
Goldman Sachs |
| Net Assets: |
36.76M |
| Year-to-Date Return: |
-1.76% |
| Yield: |
3.36% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
02-Jan-98 |
|
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 |
|
|
|
| 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
(18-Dec-09):
|
0.11 |
| Last Cap Gain
(19-Dec-08):
|
0.15 |
| Annual Holdings Turnover
|
52.00% |
| Average for Category:
|
74.77% |
|
| Expense |
GIPBX |
Category
Avg |
| Total Expense Ratio: |
2.01%
|
0.86% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
4.91% |
| Max Deferred Sales Load: |
5.00%
|
2.61% |
| 3 Yr Expense Projection*: |
$979 |
$641 |
| 5 Yr Expense Projection*: |
$1,364 |
$984 |
| 10 Yr Expense Projection*: |
$2,313 |
$1,941 |
|
|
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