The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Balanced Strategy Svc to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 11.18 / 0.72 %
- Total Assets 525.5 Mil
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Adj. Expense Ratio
- Expense Ratio 1.160%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.47%
- Turnover 9%
Morningstar’s Analysis GIPSX
Will GIPSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.