Goldman Sachs Satellite Strategies Portfolio Institutional Shares

 (MUTF:GXSIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.98%
   
4 week   +0.37%
   
3 month
   
-4.02%  
YTD   +2.65%
   
1 year   +1.57%
   
3 years*   +6.03%
   
5 years*   +7.30%
   
*annualized
Best 3 month return+29.13%  
Worst 3 month return-40.01%  

Morningstar statistics

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

Key statistics

Total assets1.30B 
Front load-  
Deferred load-  
Expense ratio1.08%  
Management fee-  
Fund familyGoldman Sachs 

Asset allocation

Cash-25.87%  
Stocks49.27%  
Bonds64.27%  
Preferred0.21%  
Convertible0.05%  
Other12.07%  

Purchase information

Initial$1,000,000  
8.24+0.03(0.37%)
Oct 30, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks 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"). Under normal conditions, at least 80% of the Portfolio's total assets will be allocated among underlying funds that the Investment Adviser considers to be invested in satellite asset classes. The Portfolio's investment in any of the underlying funds may exceed 25% of its assets.
Fund filings (PDF) »
Asset managers:
Nicholas Chan (Started: Dec 31, 2007)
James Park (Started: Oct 3, 2014)
William Fallon (Started: Apr 9, 2009)
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* -5.56 -5.03 -3.02     -
Beta* 1.20 1.20 1.20     -
Mean annual return 0.37 0.74 0.66     -
R-squared* 83.23 86.04 88.40     -
Standard deviation 7.86 9.41 10.90     -
Sharpe ratio 0.55 0.94 0.72     -
* Against standard index

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