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Goldman Sachs Trust II - Goldman Sachs Target Date Retirement Portfolio (GTAHX)

8.15
0.00
(0.00%)
At close: February 9 at 8:00:24 PM EST

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Pruco Securities, LLC
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • CommonWealth Core
  • Commonwealth Universe
  • Fidelity Advisor 401(k) I Shares
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Fidelity Advisor 401(k) A Shares
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Fidelity Advisor 401(k) T Shares
  • Pershing Retirement Plan Network
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund employs an asset allocation strategy designed for investors who plan to retire and withdraw their investment from the Portfolio beginning in approximately 2020. Under normal conditions, the fund will invest in underlying funds according to the Investment Adviser's asset allocation strategy such that over time the asset allocation will generally become more conservative through the reduction of allocation to equity funds and increased allocation to fixed income funds in accordance with the glide path's strategic allocation.

Fund Overview

Category Target-Date 2020
Fund Family Goldman Sachs
Net Assets 9.65M
YTD Return -14.80%
Yield 1.22%
Morningstar Rating
Inception Date Aug 22, 2016

Performance & Risk

YTD Return -14.80%
5y Average Return 2.78%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

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