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Morningstar

Goldman Sachs Balanced Strategy C GIPCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.97  /  0.27 %
  • Total Assets 526.8 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.780%
  • 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 2.81%
  • Turnover 9%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 12:18 AM GMT+00:00

Morningstar’s Analysis GIPCX

Will GIPCX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GIPCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GIPCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GIPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Balanced Strategy C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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