| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
4
1
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#32 in World Allocation
U.S. News evaluated 144 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.50 percent over the past year, 7.87 percent over the past three years, and 4.53 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.7% |
| 1 Year | 11.5% |
| 3 Years (Annualized) | 7.9% |
| 5 Years (Annualized) | 4.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks current income and long-term capital appreciation. The fund seeks to achieve its investment objective by investing in a combination of underlying funds that currently exist or that may become available for investment in the future for which GSAM or an affiliate now or in the future acts as investment adviser or principal underwriter (the "underlying funds"). Some of the underlying funds invest primarily in fixed income or money market instruments and other underlying funds invest primarily in equity securities. Under normal conditions, the Portfolio may also allocate up to 20% of its total assets among other underlying funds.
Fees
Fees are Low compared to funds in the same category.
Goldman Sachs Income Strategies Fund has an expense ratio of 0.57 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
