Goldman Sachs Conservative Allocation Fund Class A (GIPAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.11
-0.04 (-0.30%)
At close: Jul 8, 2026
Fund Assets646.78M
Expense Ratio0.98%
Min. Investment$1,000
Turnovern/a
Dividend (ttm)0.69
Dividend Yield4.92%
Dividend Growth38.77%
Payout FrequencyQuarterly
Ex-Dividend DateJun 29, 2026
Previous Close13.15
YTD Return4.83%
1-Year Return11.34%
5-Year Return21.78%
52-Week Low12.29
52-Week High13.28
Beta (5Y)0.45
Holdings143
Inception DateJan 2, 1998

About GIPAX

The Fund's investment strategy focuses on Income with 0.57% total expense ratio. The minimum amount to invest in Goldman Sachs Trust: Goldman Sachs Balanced Strategy Portfolio; Class A Shares is $1,000 on a standard taxable account. Goldman Sachs Trust: Goldman Sachs Balanced Strategy Portfolio; Class A Shares seeks a high level of current income with greater stability of principal by investing more than 25% of its assets in the Core International and short duration government funds respectively.

Fund Family Goldman Sachs A
Category Mix Tgt All Mod
Stock Exchange NASDAQ
Ticker Symbol GIPAX
Share Class Class A
Index Index is not available on Lipper Database

Performance

GIPAX had a total return of 11.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.83%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VTMFXVanguardVanguard Tax-Managed Balanced Adm0.05%
VSCGXVanguardVanguard LifeStrategy 40/60 Fund Investor Shares0.10%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
GIPUXClass R6 Shares0.61%
GAOPXClass P Shares0.61%
GIPIXInstitutional0.62%
GIPTXInvestor Shares0.73%

Top 10 Holdings

84.25% of assets
NameSymbolWeight
Goldman Sachs Global Core Fxd Inc R6GBIUX37.50%
Goldman Sachs Access Investment Grade Corporate Bond ETFGIGB10.64%
Goldman Sachs Large Cp Val Insghts R6GCVUX6.39%
Goldman Sachs Large Cap Gr Insghts R6GLCUX6.17%
Goldman Sachs MarketBeta U.S. Equity ETFGSUS5.79%
Goldman Sachs International Equity Insights Fundn/a4.78%
Goldman Sachs Financial Square Government FundFGTXX4.18%
Marketbeta INTL Equity ETFGSID3.82%
Goldman Sachs Infl Protected Secs R6GSRUX3.01%
Goldman Sachs Em Mkts Eq Insghts R6GERUX1.97%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jun 29, 2026$0.0679Jun 30, 2026
Mar 30, 2026$0.0599Mar 31, 2026
Dec 30, 2025$0.1046Dec 31, 2025
Dec 5, 2025$0.397Dec 8, 2025
Sep 29, 2025$0.0592Sep 30, 2025
Jun 27, 2025$0.0646Jun 30, 2025
Full Dividend History