Morningstar

Goldman Sachs Moderate Allocation Fund Investor Class GPITX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Goldman Sachs Investment Hub
  • NAV / 1-Day Return $17.05  /  −0.41 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.770%
  • Net Expense Ratio 0.300%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.34%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis GPITX

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

  • People Pillar

    The People Pillar is our evaluation of the GPITX 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 GPITX’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 Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GPITX

More GPITX 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
Sector

Goldman Sachs Global Core Fxd Inc R6

17.52 201M
—

Goldman Sachs MarketBeta US Equity ETF

11.65 134M
—

Goldman Sachs Acss Invmt Grd Corp Bd ETF

10.20 117M
—

Goldman Sachs Large Cp Val Insghts R6

9.63 110M
—

Goldman Sachs Large Cap Gr Insghts R6

9.54 109M
—

Goldman Sachs Intl Eq Insghts R6

7.40 85M
—

Goldman Sachs MarketBeta Intl Eq ETF

5.93 68M
—

Future on E-mini S&P 500 Futures

5.23 60M
—

Goldman Sachs Em Mkts Eq Insghts R6

3.18 36M
—

Cash And Cash Equivalents

3.08 35M
Cash and Equivalents

Sponsor Center