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Goldman Sachs Trust II - Goldman Sachs Target Date 2060 Portfolio (GTBCX)

10.45
0.00
(0.00%)
At close: February 9 at 8:00:24 PM EST
Loading Chart for GTBCX
  • Previous Close 10.45
  • YTD Return -16.92%
  • Expense Ratio 0.65%
  • Category Target-Date 2060+
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 10.32M
  • Beta (5Y Monthly) 1.36
  • Yield 1.79%
  • 5y Average Return --
  • Holdings Turnover 59.00%
  • Last Dividend 0.13
  • Inception Date Apr 30, 2018

The fund employs an asset allocation strategy designed for investors who plan to retire and withdraw their investment from the Portfolio beginning in approximately 2060. 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.

Goldman Sachs

Fund Family

Target-Date 2060+

Fund Category

10.32M

Net Assets

2018-04-30

Inception Date

Performance Overview: GTBCX

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Trailing returns as of 12/20/2022. Category is Target-Date 2060+.

YTD Return

GTBCX
16.92%
Category
6.10%
 

1-Year Return

GTBCX
13.72%
Category
14.41%
 

3-Year Return

GTBCX
4.05%
Category
4.94%
 

5-Year Return

GTBCX
0.00%
Category
9.53%
 

Holdings: GTBCX

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Sector Weightings

SectorGTBCX
Technology   18.71%
Healthcare   13.66%
Industrials   10.83%
Energy   5.50%
Utilities   4.24%
Real Estate   2.83%

Recent News: GTBCX

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Research Reports: GTBCX

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