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Goldman Sachs Trust Balanced Strategy Portfolio Class C: (MF: GIPCX)

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

$12.56 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 2.74 78
3 months 3.46 70
6 months 7.00 67
1 Year 12.27 74
3 Year 10.25 76
5 Year 4.51 82
10 Year 5.41 85

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 60.81
Bear Market (10/07 - 2/09) -29.03
Bull Market (2/09 - 3/21) 158.97

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.88
5 Year 3.83
10 Year 4.71
Since Inception 3.96

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.11 4.52 3.89 2.33
2024 3.38 0.87 4.96 -1.91
2023 3.96 2.01 -2.95 8.07
2022 -5.06 -9.13 -4.91 4.01
2021 0.65 4.31 -0.97 2.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.7410.997.3611.23-14.696.729.9314.30-7.5810.332.47
% Total Return Rel to Index -0.35-7.22-17.66-15.013.51-21.95-8.46-17.18-3.19-11.46-9.45
% Total Return Rel to Peer -1.15-3.51-2.55-1.92-1.72-4.78-0.75-2.89-1.08-3.12-3.79
% Perf Quintile vs Peer* 5.004.000.004.003.005.004.004.004.004.005.00
% Dividends 0.000.240.350.110.290.290.140.150.130.170.04
% Yield 0.001.742.741.912.662.141.081.271.231.410.37
Capital Gains ($) 0.000.390.000.000.140.390.000.000.200.210.00
Expense Ratio 0.001.301.301.311.311.311.321.331.331.371.34

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