Goldman Sachs Growth Strategy Portfolio Class A

 (MUTF:GGSAX)   Watch this mutual fund  
Find more results for MUTF:GGSAX

Performance

Trailing returns

1 day   +0.07%
   
1 week
   
-0.64%  
4 week
   
-0.28%  
3 month   +5.17%
   
YTD   +5.15%
   
1 year   +12.33%
   
3 years*   +4.62%
   
5 years*   +7.18%
   
*annualized
Best 3 month return+27.47%  
Worst 3 month return-33.76%  

Morningstar statistics

Morningstar category: World Allocation
  Return Risk Rating
3 years High Above Average
5 years High Above Average
10 years Below Average High
Overall Above Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets838.96M 
Front load5.50%  
Deferred load-  
Expense ratio1.35%  
Management fee-  
Fund familyGoldman Sachs 

Asset allocation

Cash12.81%  
Stocks75.57%  
Bonds9.48%  
Preferred0.05%  
Convertible0.01%  
Other2.08%  

Purchase information

Initial$1,000  
Additional$50  
IRA Initial$250  
AIP Initial$250  
AIP Additional$50  
14.10+0.02(0.14%)
Mar 22, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation and secondarily current income. The fund seeks to achieve its investment objective by investing approximately 75% (which allocation could be increased by 25% or decreased by 30%) of its assets in underlying equity funds, approximately 15% (which allocation could be increased by 5% or decreased by 15%) of its assets in the underlying dynamic funds, and approximately 10% (which allocation could be increased by 30% or decreased by 10%) of its assets in the underlying fixed income funds.
Fund filings (PDF) »
Asset managers:
Nicholas Chan (Started: Dec 31, 2006)
James Park (Started: Oct 3, 2014)
Edward Tostanoski (Started: Apr 30, 2015)
William Fallon (Started: Apr 9, 2009)
Advisor Company:
Goldman Sachs Asset Management LP (GSAM)
Fund family reports on Morningstar »
71 South Wacker Drive, Chicago, Illinois 60606,, 71 South Wacker Drive, Chicago DE 10282, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.71 -1.43 -1.67 -4.65
Beta* 1.18 1.27 1.36 1.51
Mean annual return 1.40 0.36 0.62 0.32
R-squared* 91.81 94.96 95.48 97.12
Standard deviation 6.83 8.42 9.10 15.17
Sharpe ratio 2.40 0.50 0.81 0.21
* Against standard index

Top 10 holdings