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Goldman Sachs Balanced Strategy Portfolio Class P Shares: (MF: GAOPX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 07:15 PM ET

$12.52 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.91 74
3 months 3.69 65
6 months 7.54 60
1 Year 13.46 67
3 Year 11.48 66
5 Year 5.68 67
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.16
5 Year 4.99
10 Year NA
Since Inception 5.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.06 4.82 4.19 2.63
2024 3.65 1.09 5.36 -1.62
2023 4.34 2.21 -2.66 8.35
2022 -4.84 -8.78 -4.77 4.35
2021 0.94 4.58 -0.70 2.96

Annual Return

20262025202420232022202120202019
% Total Return 2.9112.178.6112.49-13.747.9311.1715.69
% Total Return Rel to Index -0.27-6.05-16.40-13.754.45-20.74-7.22-15.79
% Total Return Rel to Peer -1.06-2.33-1.30-0.66-0.78-3.570.49-1.50
% Perf Quintile vs Peer* 5.004.000.004.002.004.004.004.00
% Dividends 0.000.380.490.240.430.420.280.29
% Yield 0.002.763.843.033.853.052.132.37
Capital Gains ($) 0.000.390.000.000.140.390.000.00
Expense Ratio 0.000.180.180.180.180.180.180.19

* 1 = Top 20%, 5 = Bottom 20%