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Goldman Sachs Balanced Strategy C GIPCX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 12.05  /  −0.08 %
  • Total Assets 536.9 Mil
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.770%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.00%
  • Turnover 40%

USD | NAV as of Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:27 AM GMT+0

Morningstar’s Analysis GIPCX

Will GIPCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Balanced Strategy C to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings GIPCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 82.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs Global Core Fxd Inc R6

34.31 195.6 Mil

Goldman Sachs Acss Invmt Grd Corp Bd ETF

10.22 58.3 Mil

Goldman Sachs MarketBeta US Equity ETF

9.33 53.2 Mil

Goldman Sachs ActiveBeta® US LgCp Eq ETF

6.34 36.2 Mil

Goldman Sachs MarketBeta Intl Eq ETF

5.80 33.1 Mil

Future on E-mini S&P 500 Futures

4.19 23.9 Mil

10 Year Treasury Note Future June 24

3.32 18.9 Mil
Government

Goldman Sachs Large Cp Val Insghts R6

3.27 18.7 Mil

Goldman Sachs Large Cap Gr Insghts R6

3.26 18.6 Mil

Goldman Sachs FS Government Instl

2.95 16.8 Mil
Cash and Equivalents