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.
- NAV / 1-Day Return 10.97 / 0.27 %
- Total Assets 526.8 Mil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis GIPCX
Will GIPCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.