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Goldman Sachs Balanced Strategy Pft Cl R: (MF: GIPRX)

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

$12.45 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 2.76 77
3 months 3.54 68
6 months 7.17 65
1 Year 12.79 71
3 Year 10.77 71
5 Year 5.03 75
10 Year 5.92 80

* 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) 182.88

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.48
5 Year 4.35
10 Year 5.25
Since Inception 4.07

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.07 4.61 4.06 2.48
2024 3.44 1.08 5.06 -1.71
2023 4.22 1.97 -2.74 8.13
2022 -4.99 -8.97 -4.88 4.20
2021 0.80 4.45 -0.79 2.73

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.7611.487.9611.77-14.297.3110.4114.94-7.0710.843.14
% Total Return Rel to Index -0.34-6.73-17.05-14.473.90-21.36-7.98-16.54-2.68-10.94-8.79
% Total Return Rel to Peer -1.14-3.01-1.94-1.38-1.32-4.19-0.26-2.25-0.58-2.61-3.12
% Perf Quintile vs Peer* 5.004.000.004.002.004.004.004.003.004.005.00
% Dividends 0.000.300.410.170.360.340.200.220.210.240.09
% Yield 0.002.223.242.443.212.481.561.801.911.970.79
Capital Gains ($) 0.000.390.000.000.140.390.000.000.200.210.00
Expense Ratio 0.000.800.800.810.810.810.820.830.840.870.84

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