The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Goldman Sachs Balanced Strategy Inv to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
- NAV / 1-Day Return 10.94 / 0.82 %
- Total Assets 526.7 Mil
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Adj. Expense Ratio
- Expense Ratio 0.780%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.79%
- Turnover 9%
Morningstar’s Analysis GIPTX
Will GIPTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.