Goldman Sachs Balanced Strategy Portfolio

Scorecard
2 / 5 Stars
Lipper
1 1 4 2 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#35 in World Allocation

U.S. News evaluated 121 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 7.46 percent over the past year, 4.84 percent over the past three years, 10.72 percent over the past five years, and 4.91 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 7.5%
3 Years (Annualized) 4.8%
5 Years (Annualized) 10.7%
10 Years (Annualized) 4.9%

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Summary

The investment seeks current income and long-term capital appreciation. 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 Fund, and approximately 35% (which allocation could be increased by 25% or decreased by 30%) of its assets in Underlying Equity Funds.

Fees

Fees are Low compared to funds in the same category.
Goldman Sachs Balanced Strategy Portfolio has an expense ratio of 0.59 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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