GIPTX Mutual Fund

GIPTX Mutual Fund (Goldman Sachs Conservative Allocation Fund Investor Class) is managed by Goldman Sachs Asset Management with $2.5M in net assets. GIPTX expense ratio is 0.77%, holding 143 positions across sectors including Financials, Health Care. Inception date: 2007-11-30.

GIPTX performance shows a YTD return of 4.02%. The 1-year return is 10.83% and the 5-year return is 4.20%. GIPTX dividend yield stands at 4.68%, paid quarterly.

GIPTX 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 GIPTX holdings, GIPTX sectors, or GIPTX dividends.

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