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Morningstar

Goldman Sachs Balanced Strategy R GIPRX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 11.01  /  0.18 %
  • Total Assets 508.1 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.20%
  • Turnover 30%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 12:21 AM GMT+0

Morningstar’s Analysis GIPRX

Will GIPRX 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 GIPRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GIPRX 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 GIPRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GIPRX

More GIPRX Holdings
  • Current Portfolio Date
  • Equity Holdings 1
  • Bond Holdings 26
  • Other Holdings 55
  • % Assets in Top 10 Holdings 82.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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