Goldman Sachs Growth & Inc Strat B
4900 Sears Twr C/O Goldman Sachs & Co Chicago IL 60606
Phone: 800-621-2550
| Category: |
Moderate Allocation |
| Fund Family: |
Goldman Sachs |
| Net Assets: |
177.89M |
| Year-to-Date Return: |
4.37% |
| Yield: |
2.37% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
02-Jan-98 |
|
Mark M. Carhart
Lead Manager since
02-Jan-98 |
|
| Carhart joined Goldman Sachs Asset Management, L.P. as a member of the Quantitative Strategies team in 1997 and became co-head of the Quantitative Strategies team Quantitative in 1998. Carhart 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 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
(19-Dec-07):
|
0.28 |
| Last Cap Gain
(19-Dec-07):
|
0.31 |
| Annual Holdings Turnover
|
84.00% |
| Average for Category:
|
68.16% |
|
| Expense |
GOIBX |
Category
Avg |
| Total Expense Ratio: |
1.34%
|
1.11% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
5.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$994 |
$638 |
| 5 Yr Expense Projection*: |
$1,390 |
$954 |
| 10 Yr Expense Projection*: |
$2,365 |
$1,869 |
|
|
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