Morningstar

Goldman Sachs Strategic Volatility Premium Fund Class P Shares SVPBX

Medalist Rating as of Sep 30, 2026 See Goldman Sachs Investment Hub

Strategy

The investment seeks long-term total return. Under normal circumstances, the fund will primarily invest in fixed and floating rate U.S. Treasury securities, futures and options. U.S. Treasury securities include U.S. Treasury notes, U.S. Treasury bills and U.S. Treasury floating rate bonds with remaining maturities between one and five years. It may also use futures to gain exposure to U.S. Treasury securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SVPBX	Goldman Sachs Strategic Volatility Premium Fund Class P Shares	No Load	Open			Mar 30, 2021	$699.94M	0.500%	Above Average	$0	$148.23M
SVPFX	Goldman Sachs Strategic Volatility Premium Fund Institutional Shares	Institutional	Open			Mar 30, 2021	$278,910.00	0.510%	Above Average	$1M	$9,991.01

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