GAEPX Mutual Fund

GAEPX Mutual Fund

NAV$9.52
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Fund Essentials - as of Sep 30, 2025

Net Assets
$170M
Expense Ratio
0.34%
Dividend Yield (Current)
3.73%
Holdings
251
Inception Date
Apr 20, 2018
Fund Family
Goldman Sachs Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.71%
1 Year+4.03%
3 Year+4.88%
5 Year+3.28%
10 Year+2.60%

Asset Allocation

Stocks: 3.89%
Bonds: 93.35%
Cash: 0.59%
Other: 2.17%
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Top Holdings

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TickerNameWeight
-United States Treasury Bill9.18%
MTB 3.4 08/17/27 BKNManufacturers & Traders Trust Co1.67%
ABBV 4.8 03/15/27Abbvie Inc 4.8% 15Mar20271.34%
NEE 4.685 09/01/27Nextera Energy 4.685 9/27 4.685 2027-09-011.28%
-Pikes Peak Clo 2034-07-201.20%
Top 10 Concentration: 19.92%Report Date: Sep 30, 2025
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Dividend Summary

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Dividend Yield (Current)
3.73%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

GAEPX Mutual Fund Overview

GAEPX Mutual Fund (Goldman Sachs Enhanced Income Fund Class P) is managed by Goldman Sachs Asset Management with $170.0M in net assets. GAEPX expense ratio is 0.34%, holding 251 positions across sectors including Financials, Health Care, Utilities. Inception date: 2018-04-20.

GAEPX performance shows a YTD return of 1.71%. The 1-year return is 4.03% and the 5-year return is 3.28%. GAEPX dividend yield stands at 3.73%, paid monthly.

GAEPX top holdings include United States Treasury Bill (9.2%), Manufacturers & Traders Trust Co (1.7%), Abbvie Inc 4.8% 15Mar2027 (1.3%), Nextera Energy 4.685 9/27 4.685 2027-09-01 (1.3%), Pikes Peak Clo 2034-07-20 (1.2%). Go to all GAEPX holdings, GAEPX sectors, or GAEPX dividends.

GAEPX can be compared against other funds. Use GAEPX overlap to find shared positions, or GAEPX vs another fund for a side-by-side view. GAEPX alternatives are available via the screener, along with tax-loss harvesting opportunities.