Goldman Sachs Retirement Str 2020 A 4900 Sears Twr C/O Goldman Sachs & Co Chicago IL 60606
Phone: 800-526-7384
| Category: |
Target-Date 2015-2029 |
| Fund Family: |
Goldman Sachs |
| Net Assets: |
50.00K |
| Year-to-Date Return: |
N/A |
| Yield: |
% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
05-Sep-07 |
|
Mark M. Carhart
Lead Manager since
22-Aug-07 |
|
| 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 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
(19-Dec-07):
|
0.23 |
| Last Cap Gain
(19-Dec-07):
|
0.06 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
28.73% |
|
| Expense |
GRJAX |
Category Avg |
| Total Expense Ratio: |
%
|
0.72% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.50%
|
5.02% |
| Max Deferred Sales Load: |
0.00%
|
2.25% |
| 3 Yr Expense Projection*: |
$1,322 |
$743 |
| 5 Yr Expense Projection*: |
$N/A |
$1,232 |
| 10 Yr Expense Projection*: |
$N/A |
$2,255 |
|
|