About GOIAX
Goldman Sachs Growth and Income Strategy Portfolio Class A is a multi-asset mutual fund designed to provide both long-term capital appreciation and current income. The portfolio is strategically diversified, typically allocating around 55% of assets to underlying equity funds, 15% to dynamic funds, and 30% to fixed income funds, though these proportions may shift to adjust to changing market conditions. Its holdings span U.S. and international equities, a broad mix of fixed income instruments, and dynamic strategies, which collectively aim to balance growth potential with income generation and risk moderation.
With a strong emphasis on diversification, the fund’s sector exposure includes information technology, financials, industrials, health care, and consumer sectors, while its geographic reach covers North America, Europe, Asia, and emerging markets. As a moderate allocation fund, it targets investors seeking an all-in-one solution for global exposure and risk-adjusted returns. The majority of assets are concentrated in large and giant capitalization companies, though it retains flexibility to adjust its allocations over time. Since inception in 1998, the fund has maintained a consistent record in line with global moderate allocation peers and is managed by Goldman Sachs, reflecting both institutional insight and global reach.
Fund Family Goldman Sachs
Category Mix Tgt All Mod
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol GOIAX
Share Class Class A
Index Index is not available on Lipper Database
GOIAX had a total return of 9.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.75%.
