GIPRX Mutual Fund

GIPRX Mutual Fund (Goldman Sachs Conservative Allocation Fund Class R) is managed by Goldman Sachs Asset Management with $12.1M in net assets. GIPRX expense ratio is 1.27%, holding 143 positions across sectors including Financials, Health Care. Inception date: 2007-11-30.

GIPRX performance shows a YTD return of 3.77%. The 1-year return is 10.38% and the 5-year return is 3.71%. GIPRX dividend yield stands at 4.33%, paid quarterly.

GIPRX top holdings include Goldman Sachs Global Income Fund (37.5%), Gs Investment Grade Bond ETF (10.6%), Goldman Sachs Large Cap Value Insights Fund (6.4%), Goldman Sachs Large Cap Growth Insights Fund (6.2%), Gs Marketbeta US Large & Mid Cap Equity ETF (5.8%). Go to all GIPRX holdings, GIPRX sectors, or GIPRX dividends.

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