Morningstar

Goldman Sachs Moderate Allocation Fund Class C GOICX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $16.55  /  −0.36 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 1.770%
  • Net Expense Ratio 1.300%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.46%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis GOICX

Will GOICX outperform in the 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 GOICX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Goldman Sachs Moderate Allocation C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings GOICX

More GOICX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Cash And Cash Equivalents

3.08 35M
Cash and Equivalents

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