Goldman Sachs Retirement Str 2020 Instl
32 Old Slip, New York NY 10005,
Phone: 800-621-2550
| Category: | Target Date 2016-2020 | | Fund Family: | Goldman Sachs | | Net Assets: | 6.97M | | Year-to-Date Return: | 6.86% | | Yield: | 2.54% | | Morningstar Rating: | N/A | | Fund Inception Date: | 05-Sep-07 |
|
Katinka Domotorffy
Lead Manager since
05-Sep-07 | | | Domotorffy is the manager director and the senior portfolio manager of GSAM and joined it as a member of the quantitative strategies Group in 1998. She holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks long-term capital appreciation and income. The fund normally invests in approximately 10-15 underlying funds at any particular time as part of that portfolios strategic allocation. It may invest in other underlying funds periodically to gain tactical exposure to a particular asset class. The fund intends to invest solely in underlying funds for which GSAM or an affiliate serves as investment adviser or principal underwriter. |
| Last Dividend
(19-Dec-08):
| 0.17 | | Last Cap Gain
(19-Dec-08):
| 0.15 | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 38.99% |
|
| Expense | GRJIX | Category
Avg | | Total Expense Ratio: | 0.82%
| 0.79% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.27% | | 3 Yr Expense Projection*: |
$904 | $693 | | 5 Yr Expense Projection*: |
$1,538 | $1,142 | | 10 Yr Expense Projection*: |
$3,242 | $2,306 |
|
|
0.09 (1.28%)
