Goldman Sachs Balanced Strategy Instl
Chicago DE 60606
71 South Wacker Drive
Goldman Sachs Trust
3126554400
管理資訊
,自 2022年1月2日 起的牽頭經辦人
Alexandra Wilson-Elizondo is a managing director and head of multi-asset funds and model portfolio management within the Multi-Asset Solutions (MAS) Group in Goldman Sachs Asset Management, focusing on the US market. She joined Goldman Sachs as a managing director in 2020. Prior to joining the firm, Alexandra was a managing director and deputy head of global credit at MacKay Shields. She was also a member of the Investment Policy Committee, which formulated the group’s macroeconomic outlook and asset allocation decisions, and was responsible for the implementation of the investment process for the global credit team. She also served as a senior portfolio manager with oversight for the investment grade, high yield, global high yield and index strategies. Alexandra was a member of the firm’s Responsible Investing Advisory Committee and managed the ESG credit and multi-sector portfolios. Prior, she spent seven years at Vanguard as a manager on the taxable money market desk and as head of corporate credit risk for Vanguard’s fixed income index funds and ETFs. Alexandra earned a BA from Haverford College and a MBA from NYU’s Stern School of Business.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Tactical Allocation
基金家族Goldman Sachs
淨資產569.96M
本年度至今日回報3.56%
收益率2.10%
晨星評級★★★
成立日期1998年1月1日
基金運作
上次股息0.06
上次資本增益0.00
持股週轉率40.00%
組別平均無
費用與支出
支出GIPIX類別平均
年報支出比率 (淨值)0.67%1.29%
招股書淨支出比率0.67%無
招股書總支出比率0.74%無
最高 12b1 費用無無
最高首次認購費無5.22%
最高遞延銷售費用無1.17%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
