Goldman Sachs Retirement Str 2015 Instl Goldman Sachs Trust
Phone: 800-621-2550
| Category: |
Target Date 2011-2015 |
| Fund Family: |
Goldman Sachs |
| Net Assets: |
7.41M |
| Year-to-Date Return: |
-2.75% |
| Yield: |
3.16% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
05-Sep-07 |
|
Katinka Domotorffy
Lead Manager since
05-Sep-07 |
|
| 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: |
$10,000,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks long-term capital appreciation and income. The fund normally invests in approximately 10-15 underlying funds at any particular time as part of that portfolios strategic allocation. It may invest in other underlying funds periodically to gain tactical exposure to a particular asset class. The fund intends to invest solely in underlying funds for which GSAM or an affiliate serves as investment adviser or principal underwriter. |
| Last Dividend
(18-Dec-09):
|
0.23 |
| Last Cap Gain
(19-Dec-08):
|
0.14 |
| Annual Holdings Turnover
|
39.00% |
| Average for Category:
|
37.13% |
|
| Expense |
GRDIX |
Category Avg |
| Total Expense Ratio: |
0.86%
|
0.62% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.25% |
| Max Deferred Sales Load: |
%
|
1.95% |
| 3 Yr Expense Projection*: |
$1,124 |
$656 |
| 5 Yr Expense Projection*: |
$1,898 |
$1,016 |
| 10 Yr Expense Projection*: |
$3,926 |
$2,035 |
|
|