Goldman Sachs Short Duration Tax-Free Fund Class B

 (MUTF:GSDBX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.57%
   
4 week   +0.68%
   
3 month   +0.85%
   
YTD   +1.09%
   
1 year
   
-0.07%  
3 years*   +1.22%
   
5 years*   +1.77%
   
*annualized
Best 3 month return+2.58%  
Worst 3 month return-1.63%  

Morningstar statistics

Morningstar category: Muni National Short
  Return Risk Rating
3 years Below Average Average
5 years Below Average Average
10 years Low Average
Overall Below Average Average

Key statistics

Total assets4.10B 
Front load-  
Deferred load2.00%  
Expense ratio1.33%  
Management fee-  
Fund familyGoldman Sachs 

Asset allocation

Cash11.40%  
Stocks0.00%  
Bonds88.59%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$50  
IRA Initial$250  
AIP Initial$250  
AIP Additional$50  
10.620.00(0.00%)
Mar 17, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks a high level of current income, consistent with relatively low volatility of principal, that is exempt from regular federal income tax. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in fixed income securities issued by or on behalf of states, territories and possessions of the United States and the political subdivisions, agencies and instrumentalities thereof, the interest on which is exempt from regular federal income tax, and is not a tax preference item under the federal alternative minimum tax.
Fund filings (PDF) »
Asset managers:
Scott Diamond (Started: Dec 31, 2002)
Ben Barber (Started: Dec 21, 1999)
Advisor Company:
Goldman Sachs Asset Management, L.P.
Fund family reports on Morningstar »
71 South Wacker Drive, Chicago, Illinois 60606,, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.73 -0.33 0.04 -0.80
Beta* 0.23 0.26 0.26 0.30
Mean annual return -0.06 0.10 0.13 0.14
R-squared* 74.27 73.83 75.41 73.37
Standard deviation 1.39 1.21 1.29 1.49
Sharpe ratio -0.55 0.90 1.14 0.02
* Against standard index

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