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Goldman Sachs Balanced Strategy Instl (GIPIX)

11.94
+0.02
+(0.17%)
As of 8:06:03 AM EDT. Market Open.
Loading Chart for GIPIX
  • Previous Close 11.92
  • YTD Return 0.23%
  • Expense Ratio 0.66%
  • Category Tactical Allocation
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 544.82M
  • Beta (5Y Monthly) 0.78
  • Yield 4.57%
  • 5y Average Return --
  • Holdings Turnover 29.00%
  • Last Dividend 0.12
  • Inception Date Apr 17, 2018

The fund seeks to achieve its investment objective by investing approximately 50% (which allocation could be increased by 30% or decreased by 25%) of its assets in underlying fixed income funds, approximately 15% (which allocation could be increased by 5% or decreased by 15%) of its assets in the underlying dynamic funds, and approximately 35% (which allocation could be increased by 25% or decreased by 30%) of its assets in underlying equity funds.

Goldman Sachs

Fund Family

Tactical Allocation

Fund Category

544.82M

Net Assets

2018-04-17

Inception Date

Performance Overview: GIPIX

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Trailing returns as of 4/29/2025. Category is Tactical Allocation.

YTD Return

GIPIX
0.23%
Category
9.69%
 

1-Year Return

GIPIX
5.03%
Category
27.45%
 

3-Year Return

GIPIX
3.50%
Category
8.85%
 

5-Year Return

GIPIX
6.99%
Category
8.56%
 

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Holdings: GIPIX

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Sector Weightings

SectorGIPIX
Technology   23.80%
Industrials   11.21%
Healthcare   10.52%
Real Estate   4.25%
Energy   3.93%
Utilities   2.86%

Recent News: GIPIX

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Research Reports: GIPIX

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