Mutual Fund Insights: Goldman Sachs Balanced Strat C Fund (GIPCX)

In-depth Analysis of Goldman Sachs Balanced Strat C Fund (GIPCX)

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See Goldman Sachs Balanced Strat C Fund (GIPCX) performance details as of January 31, 2010

  

Last Trade: $9.79 on 3/9/2010, Change: 0.00 (0%)

Experiment our closing price forecasting tool for Goldman Sachs Balanced Strat C Fund (GIPCX) (alpha release)

  

Fund Manager - Katinka Domotorffy

Fund Manager Tenure: 8.2 years   [Similar Funds: GIPAX  GIPBX  GIPIX  GIPRX  GIPSX  GIPTX ]
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

Domotorffy is the manager director and the senior portfolio manager of GSAM and joined it as a member of the quantitative strategies Group in 1998. She holds the Chartered Financial Analyst designation.  Get more insights on Katinka Domotorffy

  

 What we like about Goldman Sachs Balanced Strat C Fund (GIPCX)

Data for Goldman Sachs Balanced Strat C Fund (GIPCX) as of January 31, 2010

• Goldman Sachs Balanced Strat C Fund (GIPCX) management has been with Goldman Sachs Balanced Strat C Fund for 8.2 years
• Goldman Sachs Balanced Strat C Fund (GIPCX) ratio of up-years vs down years is greater than 2
• Goldman Sachs Balanced Strat C Fund (GIPCX) has an annual stock turnover rate of 52.00% vs Conservative Allocation average of 74.77%. It is good that Goldman Sachs Balanced Strat C management does not trade extensively for its return.

  

 What we are cautious about Goldman Sachs Balanced Strat C Fund (GIPCX)

Data for Goldman Sachs Balanced Strat C Fund (GIPCX) as of January 31, 2010

• Goldman Sachs Balanced Strat C Fund is a focused fund with 89.82% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Goldman Sachs Balanced Strat C Fund (GIPCX) has a less-than-ideal short-term performance (1-year return 21.74% vs 22.81% Conservative Allocation category average)
• Goldman Sachs Balanced Strat C Fund (GIPCX) has a less-than-ideal mid-term performance (3-year return -1.70% vs 0.26% Conservative Allocation category average)
• Goldman Sachs Balanced Strat C Fund (GIPCX) has a less-than-ideal Long-term performance (5-year return 2.37% vs 2.80% Conservative Allocation category average)
• Goldman Sachs Balanced Strat C Fund (GIPCX) has a Morningstar rating of 3 and below
• Goldman Sachs Balanced Strat C Fund (GIPCX) is less safe compared to its Conservative Allocation peers
• Goldman Sachs Balanced Strat C Fund (GIPCX) does not have a good risk adjusted return as its 3-year Alpha of -2.51 is worse than category average of -0.63, and its 3-year Sharpe ratio is -0.27
• Goldman Sachs Balanced Strat C Fund (GIPCX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.15 that is higher than category average of 10.66
• Goldman Sachs Balanced Strat C Fund (GIPCX) has a higher management fee of 2.01% than its Conservative Allocation average of 0.86%
• Goldman Sachs Balanced Strat C Fund (GIPCX) carries a 1% load

See Goldman Sachs Balanced Strat C Fund (GIPCX) performance details as of January 31, 2010

  

  

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Goldman Sachs Balanced Strat C Fund (GIPCX) Net Asset

Track net asset change of Goldman Sachs Balanced Strat C fund (GIPCX)

Date	Net Asset
01/2010	$141.28M
11/2009	$143.33M
10/2009	$140.58M

More historic net asset information on Goldman Sachs Balanced Strat C Fund (GIPCX)

  

Goldman Sachs Balanced Strat C Fund (GIPCX) Portfolio Allocation

Track portfolio allocation change of Goldman Sachs Balanced Strat C fund (GIPCX)

Date	Cash	Stock	Bond	Other
09/2009	6.33%	38.56%	53.9%	1.21%
06/2009	8.09%	36.28%	54.35%	1.27%
03/2009	7.79%	27.77%	63.53%	0.91%

Click here to see more historic asset allocation information on Goldman Sachs Balanced Strat C Fund (GIPCX)

  

Most Recent Top 10 Holdings in Goldman Sachs Balanced Strat C Fund (GIPCX)

Discover what Goldman Sachs Balanced Strat C Fund (GIPCX) manager is buying

30-Sep-09 Goldman Sachs Global Income Instl [21.13%] Goldman Sachs Short Dur Govt Instl [19.15%] Goldman Sachs Structured Intl Equity I [16.14%] Goldman Sachs Struct Large Cap Val I [7.81%] Goldman Sachs Structured Small Cap Eq I [6.47%] Goldman Sachs High Yield Instl [4.95%] Goldman Sachs Struct Large Cap Gr I [4.47%] Goldman Sachs Struct Emerg Mkt Eq Intl [3.92%] Goldman Sachs Commodity Strategy Instl [3.23%] Goldman Sachs Structured Intl Small Cp I [2.55%]

30-Jun-09 Goldman Sachs Short Dur Govt Instl [21.47%] Goldman Sachs Global Income Instl [21.03%] Goldman Sachs Structured Intl Equity I [15.63%] Goldman Sachs Struct Large Cap Val I [6.95%] Goldman Sachs Structured Small Cap Eq I [6.44%] Goldman Sachs Struct Large Cap Gr I [4.97%] Goldman Sachs High Yield Instl [4.51%] Goldman Sachs Commodity Strategy Instl [3.56%] Goldman Sachs Struct Emerg Mkt Eq Intl [3.44%] Goldman Sachs Emerging Mkts Equity Instl [2.59%]

31-Mar-09 Goldman Sachs Short Dur Govt Instl [43.45%] Goldman Sachs Global Income Instl [15.66%] Goldman Sachs Structured Intl Equity I [9.42%] Goldman Sachs Struct Large Cap Val I [5.82%] Goldman Sachs Structured Small Cap Eq I [5.79%] Goldman Sachs Struct Large Cap Gr I [5.31%] Goldman Sachs High Yield Instl [2.87%] Goldman Sachs Structured Emg Mkt Eq Intl [2.29%] Goldman Sachs Emerging Mkts Equity Instl [2.14%] Goldman Sachs Emerging Market Debt I [1.66%]

Click here for Stock Holding Change Map in Goldman Sachs Balanced Strat C Fund (GIPCX)

  

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See more information on Goldman Sachs Balanced Strat C Fund (GIPCX)

• Goldman Sachs Balanced Strat C Fund Insights
• Goldman Sachs Balanced Strat C Fund Performance Data
• Goldman Sachs Balanced Strat C Fund News
• Goldman Sachs Balanced Strat C Fund Score Explaination
• Goldman Sachs Balanced Strat C Fund Manager Information
• Historic Goldman Sachs Balanced Strat C Fund Asset Allocation Report
• Historic Goldman Sachs Balanced Strat C Fund Top 10 Holding Tracking
• Historic Goldman Sachs Balanced Strat C Fund Asset Under Management Tracking