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Goldman Sachs Balanced Strategy Inv GIPTX

Quantitative rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 10.94  /  0.82 %
  • Total Assets 526.7 Mil
  • Adj. Expense Ratio
    0.310%
  • 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.

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 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.

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