Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.69% 1.681B -- 2.38K%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
714.35M 6.57%

Basic Info

Investment Strategy
The Fund seeks total return comprised of income and capital appreciation. The Fund invests, normally, at least 80% of its net assets plus any borrowings for investment purposes in a broadly diversified portfolio of US and foreign investment grade and non-investment grade bonds and other fixed income investments.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focus Funds
Global Macro Alternative Bond
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Credit Focus Funds
Fund Owner Firm Name Goldman Sachs
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 17
-149.25M Peer Group Low
150.45M Peer Group High
1 Year
% Rank: 10
714.35M
-906.55M Peer Group Low
2.432B Peer Group High
3 Months
% Rank: 10
-186.05M Peer Group Low
1.330B Peer Group High
3 Years
% Rank: 20
-730.42M Peer Group Low
2.422B Peer Group High
6 Months
% Rank: 10
-503.06M Peer Group Low
1.690B Peer Group High
5 Years
% Rank: 21
-1.889B Peer Group Low
2.737B Peer Group High
YTD
% Rank: 10
-186.05M Peer Group Low
1.330B Peer Group High
10 Years
% Rank: 97
-12.73B Peer Group Low
4.994B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
6.05%
9.60%
-1.17%
-3.34%
11.20%
6.30%
9.76%
-0.98%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
0.17%
8.38%
3.35%
1.26%
-3.41%
8.31%
7.32%
7.75%
-1.78%
-0.26%
9.58%
0.20%
3.95%
-4.90%
5.61%
2.84%
-0.98%
6.48%
4.79%
1.05%
-8.18%
7.87%
6.00%
8.06%
0.55%
4.81%
5.42%
0.32%
-6.88%
7.35%
7.10%
9.27%
-0.67%
As of April 04, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-1-26) 5.31%
30-Day SEC Yield (2-28-26) 4.33%
7-Day SEC Yield --
Number of Holdings 854
Bond
Yield to Maturity (12-31-25) 4.85%
Effective Duration 2.46
Average Coupon 5.64%
Calculated Average Quality 2.214
Effective Maturity 16.03
Nominal Maturity 16.25
Number of Bond Holdings 677
As of December 31, 2025

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 11.14%
Stock 0.09%
Bond 86.31%
Convertible 0.00%
Preferred 0.00%
Other 2.46%
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Top 10 Holdings

Name % Weight Price % Change
Federal National Mortgage Association 7%
11.15% -- --
United States of America USGB 02/17/2026 FIX USD Government (Matured) 10.62% -- --
Federal National Mortgage Association 5.5% 01-JAN-2056
10.28% -- --
Goldman Sachs FS Government Fund Institutional 8.39% 1.00 0.00%
United States of America USGB 4.125 11/30/2029 FIX USD Government 4.27% 100.80 -0.05%
United States of America USGB 4.125 03/31/2032 FIX USD Government 3.77% 100.33 -0.08%
Government National Mortgage Association 2 4.5% 01-JAN-2056
3.14% -- --
USD Cash
3.13% -- --
Federal National Mortgage Association 6% 01-JAN-2056
3.11% -- --
Government National Mortgage Association 2 4% 01-JAN-2056
3.04% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.48%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1.00M None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks total return comprised of income and capital appreciation. The Fund invests, normally, at least 80% of its net assets plus any borrowings for investment purposes in a broadly diversified portfolio of US and foreign investment grade and non-investment grade bonds and other fixed income investments.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focus Funds
Global Macro Alternative Bond
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Credit Focus Funds
Fund Owner Firm Name Goldman Sachs
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-1-26) 5.31%
30-Day SEC Yield (2-28-26) 4.33%
7-Day SEC Yield --
Number of Holdings 854
Bond
Yield to Maturity (12-31-25) 4.85%
Effective Duration 2.46
Average Coupon 5.64%
Calculated Average Quality 2.214
Effective Maturity 16.03
Nominal Maturity 16.25
Number of Bond Holdings 677
As of December 31, 2025

Fund Details

Key Dates
Inception Date 6/30/2010
Share Classes
GSOPX P
GSZAX A
GSZCX C
GSZRX Retirement
GSZUX Retirement
GZIRX Inv
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:GSZIX", "name")
Broad Asset Class: =YCI("M:GSZIX", "broad_asset_class")
Broad Category: =YCI("M:GSZIX", "broad_category_group")
Prospectus Objective: =YCI("M:GSZIX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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