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Mutual Fund Insights: Goldman Sachs Municipal Income Instl Fund (GSMTX)

In-depth Analysis of Goldman Sachs Municipal Income Instl Fund (GSMTX)

Mutual fund chart: Goldman Sachs Municipal Income Instl Fund (GSMTX)

3 months
6 months
1 year
3 year
5 year

See Goldman Sachs Municipal Income Instl Fund (GSMTX) performance details as of January 31, 2010

  

    Last Trade: $14.89 on 3/9/2010, Change: +0.01 (0.07%)

  

Fund Manager - Ben Barber

Fund Manager Tenure: 10.2 years   [Similar Funds: GSMBX  GSMEX  GSMIX  GSMUX ]
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Barber is managing director and portfolio manager with Goldman Sachs Asset Management, his employer since 1999. Prior to joining the firm, he was with Franklin Advisers from 1991 to 1999. Barber is a member of the National Federation of Municipal Analysts, the California Society of Municipal Analysts and the Municipal Bond Club of San Francisco.  Get more insights on Ben Barber

  

What we like about Goldman Sachs Municipal Income Instl Fund (GSMTX) What we like about Goldman Sachs Municipal Income Instl Fund (GSMTX)

Data for Goldman Sachs Municipal Income Instl Fund (GSMTX) as of January 31, 2010

  • Goldman Sachs Municipal Income Instl Fund (GSMTX) management has been with Goldman Sachs Municipal Income Instl Fund for 10.2 years
  • Goldman Sachs Municipal Income Instl Fund (GSMTX) has good short-term performance (1-year return 16.18% vs 12.81% Muni National Long category average)
  • Goldman Sachs Municipal Income Instl Fund (GSMTX) has good mid-term performance (3-year return 2.67% vs 2.61% Muni National Long category average)
  • Goldman Sachs Municipal Income Instl Fund (GSMTX) has good Long-term performance (5-year return 3.28% vs 2.89% Muni National Long category average)
  • Goldman Sachs Municipal Income Instl Fund (GSMTX) has a Morningstar rating of 4 and above
  • Goldman Sachs Municipal Income Instl Fund (GSMTX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.6, lower than category average of 7.62
  • Goldman Sachs Municipal Income Instl Fund (GSMTX) has a lower management fee than its Muni National Long average: 0.54% vs 1.02%
  • Goldman Sachs Municipal Income Instl Fund (GSMTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Goldman Sachs Municipal Income Instl Fund (GSMTX) What we are cautious about Goldman Sachs Municipal Income Instl Fund (GSMTX)

Data for Goldman Sachs Municipal Income Instl Fund (GSMTX) as of January 31, 2010

  • Goldman Sachs Municipal Income Instl Fund (GSMTX) ratio of up-years vs down years can be improved
See Goldman Sachs Municipal Income Instl Fund (GSMTX) performance details as of January 31, 2010

  

  

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Goldman Sachs Municipal Income Instl Fund (GSMTX) Net Asset

Track net asset change of Goldman Sachs Municipal Income Instl fund (GSMTX)

DateNet Asset
01/2010$199.54M
11/2009$201.32M
10/2009$202.55M
More historic net asset information on Goldman Sachs Municipal Income Instl Fund (GSMTX)

  

Goldman Sachs Municipal Income Instl Fund (GSMTX) Portfolio Allocation

Track portfolio allocation change of Goldman Sachs Municipal Income Instl fund (GSMTX)

DateCashStockBondOther
09/20093.06%0%96.94%0%
06/20093.57%0%96.43%0%
03/20095.14%0%94.86%0%
Click here to see more historic asset allocation information on Goldman Sachs Municipal Income Instl Fund (GSMTX)

  

Most Recent Top 10 Holdings in Goldman Sachs Municipal Income Instl Fund (GSMTX)

Discover what Goldman Sachs Municipal Income Instl Fund (GSMTX) manager is buying

30-Sep-09
San Diego Cnty Calif Wtr Auth 5% [1.7%]
Golden St Tob Securitization C Asse 5.5% [1.44%]
Matagorda Cnty Tex Nav Dist 5.125% [1.25%]
FOOTHILL-DE ANZA CALIF CMNTY C GO BDS [1.04%]
Puerto Rico Sales Tax Fing Cor Rev Bds [0.99%]
District Columbia Wtr & Swr Au Sr Lie 6% [0.96%]
California St Go Bds 6.5% [0.94%]
PUERTO RICO PUB FIN CORP COMMONWEA [0.91%]
California Edl Facs Auth 5% [0.88%]
North Tex Twy Auth 5.75% [0.87%]

30-Jun-09
San Diego Cnty Calif Wtr Auth 5% [1.68%]
Golden St Tob Securitization C Asse 5.5% [1.54%]
Matagorda Cnty Tex Nav Dist 5.125% [1.33%]
Augusta Ga Wtr & Sew Rev Wtr Swr R 5.25% [1.25%]
Tobacco Settlement Fing Corp N Asse 5.5% [1.07%]
FOOTHILL-DE ANZA CALIF CMNTY C GO BDS [1.05%]
PUERTO RICO PUB FIN CORP COMMONWEA [0.96%]
District Columbia Wtr & Swr Au Sr Lie 6% [0.95%]
California St Go Bds 6.5% [0.92%]
PUERTO RICO SALES TAX FING COR REV BDS [0.89%]

31-Mar-09
Matagorda Cnty Tex Nav Dist [1.82%]
SAN DIEGO CNTY CALIF WTR AUTH COPS [1.74%]
Golden St Tob Securitization C Asse 5.5% [1.59%]
Augusta Ga Wtr & Sew Rev Wtr Swr R 5.25% [1.28%]
Tobacco Settlement Fing 5.5% [1.08%]
FOOTHILL-DE ANZA CALIF CMNTY C GO BDS [1.07%]
PUERTO RICO PUB FIN CORP COMMONWEA [0.98%]
District Columbia Wtr & Swr Au Sr Lie 6% [0.95%]
CALIFORNIA ST GO BDS [0.95%]
Lower Colo Riv Auth 5.75% [0.91%]
Click here for Stock Holding Change Map in Goldman Sachs Municipal Income Instl Fund (GSMTX)

  

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Latest News on Goldman Sachs Municipal Income Instl (GSMTX)

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