Goldman Sachs Income Builder Fund
Name
As of 04/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
1.3%
1 yr return
7.8%
3 Yr Avg Return
1.6%
5 Yr Avg Return
5.0%
Net Assets
$2.3 B
Holdings in Top 10
9.5%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.70%
SALES FEES
Front Load N/A
Deferred Load 1.00%
TRADING FEES
Turnover 47.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000
IRA
$250
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
GSBCX - Profile
Distributions
- YTD Total Return 1.3%
- 3 Yr Annualized Total Return 1.6%
- 5 Yr Annualized Total Return 5.0%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.32%
- Dividend Yield 3.7%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameGoldman Sachs Income Builder Fund
-
Fund Family NameGoldman Sachs Fund Complex
-
Inception DateAug 15, 1997
-
Shares OutstandingN/A
-
Share ClassC
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerRon Arons
Fund Description
GSBCX - Performance
Return Ranking - Trailing
Period | GSBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.3% | -2.3% | 13.7% | 34.19% |
1 Yr | 7.8% | -2.4% | 31.7% | 18.08% |
3 Yr | 1.6%* | -16.7% | 5.6% | 14.70% |
5 Yr | 5.0%* | -4.7% | 7.2% | 14.40% |
10 Yr | 3.9%* | -0.1% | 7.2% | 45.39% |
* Annualized
Return Ranking - Calendar
Period | GSBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 5.7% | -1.3% | 27.4% | 61.03% |
2022 | -13.1% | -35.0% | -7.4% | 18.05% |
2021 | 3.3% | -11.5% | 14.6% | 37.71% |
2020 | 5.9% | -10.3% | 40.7% | 36.25% |
2019 | 14.9% | -9.5% | 22.1% | 4.76% |
Total Return Ranking - Trailing
Period | GSBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.3% | -2.3% | 13.7% | 34.19% |
1 Yr | 7.8% | -2.4% | 31.7% | 18.08% |
3 Yr | 1.6%* | -16.7% | 5.6% | 14.70% |
5 Yr | 5.0%* | -4.7% | 7.2% | 14.40% |
10 Yr | 3.9%* | -0.1% | 7.2% | 45.39% |
* Annualized
Total Return Ranking - Calendar
Period | GSBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 9.6% | -1.3% | 28.2% | 64.79% |
2022 | -10.2% | -35.0% | -3.1% | 23.28% |
2021 | 9.7% | -11.5% | 32.0% | 20.68% |
2020 | 8.7% | -5.4% | 40.7% | 53.21% |
2019 | 18.1% | 4.5% | 27.7% | 10.85% |
NAV & Total Return History
GSBCX - Holdings
Concentration Analysis
GSBCX | Category Low | Category High | GSBCX % Rank | |
---|---|---|---|---|
Net Assets | 2.3 B | 244 K | 50.8 B | 15.85% |
Number of Holdings | 834 | 3 | 5294 | 17.29% |
Net Assets in Top 10 | 218 M | 243 K | 10.1 B | 55.14% |
Weighting of Top 10 | 9.53% | 6.4% | 127.7% | 96.93% |
Top 10 Holdings
- Goldman Sachs Financial Square Government Fund 1.40%
- Goldman Sachs MLP Energy Infrastructure Fund 1.31%
- JPMorgan Chase Co 1.17%
- Invesco QQQ Trust Series 1 1.04%
- Blackstone Inc 0.87%
- Bank of America Corp 0.77%
- CITIBANK NA DDCA 0.75%
- Exxon Mobil Corp 0.75%
- Johnson Johnson 0.75%
- Rio Tinto PLC 0.75%
Asset Allocation
Weighting | Return Low | Return High | GSBCX % Rank | |
---|---|---|---|---|
Bonds | 54.22% | 0.00% | 81.41% | 18.65% |
Stocks | 42.05% | 0.00% | 102.36% | 74.36% |
Cash | 2.52% | -35.68% | 37.58% | 34.81% |
Convertible Bonds | 0.96% | 0.00% | 71.77% | 45.28% |
Other | 0.84% | -0.44% | 63.55% | 14.72% |
Preferred Stocks | 0.37% | 0.00% | 21.95% | 14.25% |
Stock Sector Breakdown
Weighting | Return Low | Return High | GSBCX % Rank | |
---|---|---|---|---|
Financial Services | 18.81% | 0.00% | 83.50% | 6.18% |
Healthcare | 14.18% | 0.00% | 24.25% | 21.85% |
Energy | 12.92% | 0.00% | 62.93% | 4.28% |
Industrials | 10.91% | 0.14% | 17.90% | 34.44% |
Consumer Defense | 10.05% | 0.00% | 18.62% | 24.47% |
Technology | 9.75% | 0.22% | 27.92% | 84.09% |
Utilities | 8.17% | 0.00% | 48.33% | 9.26% |
Real Estate | 6.26% | 0.00% | 43.16% | 45.84% |
Consumer Cyclical | 3.62% | 0.00% | 14.20% | 90.50% |
Basic Materials | 3.28% | 0.00% | 32.82% | 85.04% |
Communication Services | 2.04% | 0.00% | 11.11% | 95.25% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | GSBCX % Rank | |
---|---|---|---|---|
US | 42.05% | 0.00% | 102.36% | 67.06% |
Non US | 0.00% | 0.00% | 23.57% | 29.67% |
Bond Sector Breakdown
Weighting | Return Low | Return High | GSBCX % Rank | |
---|---|---|---|---|
Corporate | 85.47% | 0.00% | 96.66% | 3.30% |
Government | 2.55% | 0.00% | 63.33% | 93.40% |
Derivative | 0.84% | -0.44% | 63.54% | 4.91% |
Cash & Equivalents | 0.75% | 0.00% | 36.70% | 49.07% |
Securitized | 0.01% | 0.00% | 52.08% | 90.09% |
Municipal | 0.00% | 0.00% | 99.85% | 82.31% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | GSBCX % Rank | |
---|---|---|---|---|
US | 53.07% | 0.00% | 81.41% | 16.82% |
Non US | 1.15% | 0.00% | 18.69% | 11.21% |
GSBCX - Expenses
Operational Fees
GSBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.70% | 0.06% | 7.81% | 11.42% |
Management Fee | 0.51% | 0.00% | 1.25% | 70.33% |
12b-1 Fee | 0.75% | 0.00% | 1.00% | 75.10% |
Administrative Fee | N/A | 0.01% | 0.70% | N/A |
Sales Fees
GSBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 1.00% | 5.75% | N/A |
Deferred Load | 1.00% | 1.00% | 5.00% | 32.08% |
Trading Fees
GSBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 0.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
GSBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 47.00% | 2.00% | 380.00% | 67.51% |
GSBCX - Distributions
Dividend Yield Analysis
GSBCX | Category Low | Category High | GSBCX % Rank | |
---|---|---|---|---|
Dividend Yield | 3.65% | 0.00% | 7.34% | 42.19% |
Dividend Distribution Analysis
GSBCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annually | Monthly | Monthly |
Net Income Ratio Analysis
GSBCX | Category Low | Category High | GSBCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.32% | -1.22% | 6.83% | 27.19% |
Capital Gain Distribution Analysis
GSBCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Semi-Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 28, 2024 | $0.072 | OrdinaryDividend |
Feb 29, 2024 | $0.069 | OrdinaryDividend |
Jan 31, 2024 | $0.050 | OrdinaryDividend |
Dec 26, 2023 | $0.075 | OrdinaryDividend |
Nov 30, 2023 | $0.061 | OrdinaryDividend |
Oct 31, 2023 | $0.066 | OrdinaryDividend |
Sep 29, 2023 | $0.065 | OrdinaryDividend |
Aug 31, 2023 | $0.077 | OrdinaryDividend |
Jul 31, 2023 | $0.060 | OrdinaryDividend |
Jun 30, 2023 | $0.077 | OrdinaryDividend |
May 31, 2023 | $0.069 | OrdinaryDividend |
Apr 28, 2023 | $0.074 | OrdinaryDividend |
Mar 31, 2023 | $0.089 | OrdinaryDividend |
Feb 28, 2023 | $0.061 | OrdinaryDividend |
Jan 31, 2023 | $0.045 | OrdinaryDividend |
Dec 30, 2022 | $0.131 | OrdinaryDividend |
Nov 30, 2022 | $0.057 | OrdinaryDividend |
Oct 31, 2022 | $0.057 | OrdinaryDividend |
Sep 30, 2022 | $0.060 | OrdinaryDividend |
Aug 31, 2022 | $0.059 | OrdinaryDividend |
Jul 29, 2022 | $0.052 | OrdinaryDividend |
Jun 30, 2022 | $0.062 | OrdinaryDividend |
May 31, 2022 | $0.053 | OrdinaryDividend |
Apr 29, 2022 | $0.055 | OrdinaryDividend |
Mar 31, 2022 | $0.094 | OrdinaryDividend |
Feb 28, 2022 | $0.044 | OrdinaryDividend |
Jan 31, 2022 | $0.036 | OrdinaryDividend |
Dec 31, 2021 | $0.062 | OrdinaryDividend |
Nov 30, 2021 | $0.041 | OrdinaryDividend |
Oct 29, 2021 | $0.057 | OrdinaryDividend |
Sep 30, 2021 | $0.054 | OrdinaryDividend |
Aug 31, 2021 | $0.055 | OrdinaryDividend |
Jul 30, 2021 | $0.050 | OrdinaryDividend |
Jun 30, 2021 | $0.058 | OrdinaryDividend |
May 28, 2021 | $0.049 | OrdinaryDividend |
Apr 30, 2021 | $0.052 | OrdinaryDividend |
Mar 31, 2021 | $0.067 | OrdinaryDividend |
Feb 26, 2021 | $0.044 | OrdinaryDividend |
Jan 29, 2021 | $0.036 | OrdinaryDividend |
Dec 31, 2020 | $0.062 | OrdinaryDividend |
Nov 30, 2020 | $0.041 | OrdinaryDividend |
Oct 30, 2020 | $0.044 | OrdinaryDividend |
Sep 30, 2020 | $0.057 | OrdinaryDividend |
Aug 31, 2020 | $0.052 | OrdinaryDividend |
Jul 31, 2020 | $0.045 | OrdinaryDividend |
Jun 30, 2020 | $0.040 | OrdinaryDividend |
May 29, 2020 | $0.058 | OrdinaryDividend |
Apr 30, 2020 | $0.054 | OrdinaryDividend |
Mar 31, 2020 | $0.059 | OrdinaryDividend |
Feb 28, 2020 | $0.053 | OrdinaryDividend |
Jan 31, 2020 | $0.015 | OrdinaryDividend |
Dec 31, 2019 | $0.075 | OrdinaryDividend |
Nov 29, 2019 | $0.047 | OrdinaryDividend |
Oct 31, 2019 | $0.047 | OrdinaryDividend |
Sep 30, 2019 | $0.046 | OrdinaryDividend |
Aug 30, 2019 | $0.066 | OrdinaryDividend |
Jul 31, 2019 | $0.053 | OrdinaryDividend |
May 31, 2019 | $0.060 | OrdinaryDividend |
Apr 30, 2019 | $0.048 | OrdinaryDividend |
Mar 29, 2019 | $0.065 | OrdinaryDividend |
Mar 01, 2019 | $0.066 | OrdinaryDividend |
Jan 31, 2019 | $0.050 | OrdinaryDividend |
Dec 31, 2018 | $0.045 | OrdinaryDividend |
Nov 30, 2018 | $0.070 | OrdinaryDividend |
Oct 31, 2018 | $0.039 | OrdinaryDividend |
Aug 31, 2018 | $0.064 | OrdinaryDividend |
Jul 31, 2018 | $0.062 | OrdinaryDividend |
Jun 29, 2018 | $0.048 | OrdinaryDividend |
May 31, 2018 | $0.077 | OrdinaryDividend |
Apr 30, 2018 | $0.051 | OrdinaryDividend |
Mar 29, 2018 | $0.050 | OrdinaryDividend |
Feb 28, 2018 | $0.067 | OrdinaryDividend |
Jan 31, 2018 | $0.046 | OrdinaryDividend |
Dec 29, 2017 | $0.043 | OrdinaryDividend |
Nov 30, 2017 | $0.072 | OrdinaryDividend |
Oct 31, 2017 | $0.042 | OrdinaryDividend |
Sep 29, 2017 | $0.049 | OrdinaryDividend |
Aug 31, 2017 | $0.070 | OrdinaryDividend |
Jul 31, 2017 | $0.040 | OrdinaryDividend |
Jun 30, 2017 | $0.059 | OrdinaryDividend |
May 31, 2017 | $0.069 | OrdinaryDividend |
Apr 28, 2017 | $0.025 | OrdinaryDividend |
Mar 31, 2017 | $0.070 | OrdinaryDividend |
Feb 28, 2017 | $0.095 | OrdinaryDividend |
Jan 31, 2017 | $0.009 | OrdinaryDividend |
Dec 30, 2016 | $0.081 | OrdinaryDividend |
Nov 30, 2016 | $0.067 | OrdinaryDividend |
Oct 31, 2016 | $0.043 | OrdinaryDividend |
Sep 30, 2016 | $0.049 | OrdinaryDividend |
Aug 31, 2016 | $0.054 | OrdinaryDividend |
Jul 29, 2016 | $0.044 | OrdinaryDividend |
Jun 30, 2016 | $0.059 | OrdinaryDividend |
May 31, 2016 | $0.060 | OrdinaryDividend |
Apr 29, 2016 | $0.038 | OrdinaryDividend |
Mar 31, 2016 | $0.057 | OrdinaryDividend |
Feb 29, 2016 | $0.073 | OrdinaryDividend |
Jan 29, 2016 | $0.047 | OrdinaryDividend |
Dec 31, 2015 | $0.065 | OrdinaryDividend |
Nov 30, 2015 | $0.058 | OrdinaryDividend |
Oct 30, 2015 | $0.055 | OrdinaryDividend |
Sep 30, 2015 | $0.065 | OrdinaryDividend |
Aug 31, 2015 | $0.070 | OrdinaryDividend |
Jul 31, 2015 | $0.062 | OrdinaryDividend |
Jun 30, 2015 | $0.061 | OrdinaryDividend |
May 29, 2015 | $0.061 | OrdinaryDividend |
Apr 30, 2015 | $0.059 | OrdinaryDividend |
Mar 31, 2015 | $0.068 | OrdinaryDividend |
Feb 27, 2015 | $0.070 | OrdinaryDividend |
Jan 30, 2015 | $0.045 | OrdinaryDividend |
Dec 31, 2014 | $0.066 | OrdinaryDividend |
Nov 28, 2014 | $0.061 | OrdinaryDividend |
Oct 31, 2014 | $0.051 | OrdinaryDividend |
Sep 30, 2014 | $0.068 | OrdinaryDividend |
Aug 29, 2014 | $0.082 | OrdinaryDividend |
Jul 31, 2014 | $0.057 | OrdinaryDividend |
Jun 30, 2014 | $0.077 | OrdinaryDividend |
May 30, 2014 | $0.087 | OrdinaryDividend |
Apr 30, 2014 | $0.070 | OrdinaryDividend |
Mar 31, 2014 | $0.081 | OrdinaryDividend |
Feb 28, 2014 | $0.066 | OrdinaryDividend |
Jan 31, 2014 | $0.047 | OrdinaryDividend |
Dec 31, 2013 | $0.056 | OrdinaryDividend |
Nov 29, 2013 | $0.058 | OrdinaryDividend |
Oct 31, 2013 | $0.038 | OrdinaryDividend |
Sep 30, 2013 | $0.054 | OrdinaryDividend |
Aug 30, 2013 | $0.053 | OrdinaryDividend |
Jul 31, 2013 | $0.039 | OrdinaryDividend |
Jun 28, 2013 | $0.072 | OrdinaryDividend |
May 31, 2013 | $0.065 | OrdinaryDividend |
Apr 30, 2013 | $0.048 | OrdinaryDividend |
Mar 28, 2013 | $0.062 | OrdinaryDividend |
Feb 28, 2013 | $0.076 | OrdinaryDividend |
Jan 31, 2013 | $0.059 | OrdinaryDividend |
Dec 31, 2012 | $0.106 | OrdinaryDividend |
Nov 30, 2012 | $0.058 | OrdinaryDividend |
Sep 28, 2012 | $0.056 | OrdinaryDividend |
Jun 29, 2012 | $0.014 | OrdinaryDividend |
Mar 30, 2012 | $0.071 | OrdinaryDividend |
Dec 08, 2011 | $0.062 | OrdinaryDividend |
Sep 30, 2011 | $0.055 | OrdinaryDividend |
Jun 30, 2011 | $0.053 | OrdinaryDividend |
Mar 31, 2011 | $0.054 | OrdinaryDividend |
Dec 31, 2010 | $0.045 | ExtraDividend |
Dec 09, 2010 | $0.110 | OrdinaryDividend |
Sep 30, 2010 | $0.087 | OrdinaryDividend |
Jun 30, 2010 | $0.086 | OrdinaryDividend |
Mar 31, 2010 | $0.059 | OrdinaryDividend |
Dec 09, 2009 | $0.203 | OrdinaryDividend |
Sep 30, 2009 | $0.094 | OrdinaryDividend |
Jun 30, 2009 | $0.081 | OrdinaryDividend |
Mar 31, 2009 | $0.088 | OrdinaryDividend |
Dec 10, 2008 | $0.120 | OrdinaryDividend |
Sep 30, 2008 | $0.148 | OrdinaryDividend |
Jun 30, 2008 | $0.118 | OrdinaryDividend |
Mar 31, 2008 | $0.129 | OrdinaryDividend |
Dec 11, 2007 | $0.016 | OrdinaryDividend |
Sep 28, 2007 | $0.117 | OrdinaryDividend |
Jun 29, 2007 | $0.141 | OrdinaryDividend |
Mar 30, 2007 | $0.111 | OrdinaryDividend |
Dec 11, 2006 | $0.051 | OrdinaryDividend |
Sep 29, 2006 | $0.138 | OrdinaryDividend |
Jun 30, 2006 | $0.107 | OrdinaryDividend |
Mar 31, 2006 | $0.014 | OrdinaryDividend |
Dec 09, 2005 | $0.062 | OrdinaryDividend |
Sep 30, 2005 | $0.072 | OrdinaryDividend |
Jun 30, 2005 | $0.057 | OrdinaryDividend |
Mar 31, 2005 | $0.071 | OrdinaryDividend |
Dec 10, 2004 | $0.042 | OrdinaryDividend |
Sep 30, 2004 | $0.058 | OrdinaryDividend |
Jun 30, 2004 | $0.054 | OrdinaryDividend |
Mar 31, 2004 | $0.076 | OrdinaryDividend |
Dec 11, 2003 | $0.052 | OrdinaryDividend |
Sep 30, 2003 | $0.054 | OrdinaryDividend |
Jun 30, 2003 | $0.071 | OrdinaryDividend |
Mar 31, 2003 | $0.084 | OrdinaryDividend |
Dec 12, 2002 | $0.056 | OrdinaryDividend |
Sep 30, 2002 | $0.091 | OrdinaryDividend |
Jun 28, 2002 | $0.111 | OrdinaryDividend |
Mar 28, 2002 | $0.094 | OrdinaryDividend |
Dec 13, 2001 | $0.077 | OrdinaryDividend |
Sep 28, 2001 | $0.083 | OrdinaryDividend |
Jun 29, 2001 | $0.102 | OrdinaryDividend |
Mar 30, 2001 | $0.106 | OrdinaryDividend |
Dec 13, 2000 | $0.118 | OrdinaryDividend |
Sep 29, 2000 | $0.282 | OrdinaryDividend |
Jun 30, 2000 | $0.114 | OrdinaryDividend |
Dec 22, 1999 | $0.142 | OrdinaryDividend |
Sep 30, 1999 | $0.105 | OrdinaryDividend |
Jun 30, 1999 | $0.096 | OrdinaryDividend |
Mar 30, 1999 | $0.052 | OrdinaryDividend |
Dec 28, 1998 | $0.129 | OrdinaryDividend |
Sep 30, 1998 | $0.108 | OrdinaryDividend |
Jun 30, 1998 | $0.104 | OrdinaryDividend |
Mar 31, 1998 | $0.110 | OrdinaryDividend |
GSBCX - Fund Manager Analysis
Managers
Ron Arons
Start Date
Tenure
Tenure Rank
Jan 28, 2013
9.34
9.3%
Ron is a portfolio manager in Goldman Sachs Asset Management (GSAM), responsible for core, long duration and other multi-sector fixed income strategies. He joined Goldman Sachs as a managing director in 2010. Prior to joining the firm, Ron worked for 16 years at J.P. Morgan Asset Management, where he was a managing director responsible for the management and distribution of a broad range of fixed income products. Before that, he worked at MetLife for seven years as a trader and portfolio manager. Ron earned a BBA in Accounting from The George Washington University and an MBA from the Stern School of Business at New York University. He is a CFA charterholder.
Collin Bell
Start Date
Tenure
Tenure Rank
Feb 26, 2016
6.26
6.3%
Collin Bell, is a Managing Director with GSAM. Prior to joining GSAM in 2008, he was a research analyst and senior relationship manager within affiliates of Goldman, Sachs & Co. Mr. Bell holds a B.A. from Amherst College.
Charles (Brook) Dane
Start Date
Tenure
Tenure Rank
Feb 26, 2016
6.26
6.3%
Charles (Brook) Dane is a portfolio manager on the US Equity Team of Goldman Sachs Asset Management, L.P. He joined the Goldman Sachs Asset Management, L.P. in 2010 as a portfolio manager for the Value Team. Before joining the firm, Mr. Dane was a Senior Vice President at Putnam Investments. He spent 13 years at Putnam Investments as a research analyst and more recently as a portfolio manager there. Prior to that, he was an Associate at Dane, Falb, Stone & Co.
Ashish Shah
Start Date
Tenure
Tenure Rank
Mar 01, 2019
3.25
3.3%
Mr. Shah is Co-Chief Investment Officer of Global Fixed Income, Global Head of Corporate Credit and Head of the Cross-Sector Strategy within Fixed Income. Mr. Shah joined Goldman Sachs Asset Management, L.P. in 2018. Mr. Shah was previously at AllianceBernstein from 2010 to 2018, where he was most recently the Head of Fixed Income and Chief Investment Officer of Global Credit. Prior to AB, he was a managing director and head of Global Credit Strategy at Barclays Capital (2008-2010). From 2003 to 2008, Shah was the head of Credit Strategy at Lehman Brothers.
Neill Nuttall
Start Date
Tenure
Tenure Rank
May 24, 2021
1.02
1.0%
Neill Nuttall is a managing director and the chief investment officer of the Multi-Asset Solutions Group (MAS) in Goldman Sachs Asset Management (GSAM). He also serves as chairman of the MAS Investment Committee. Neill joined Goldman Sachs as a managing director in GSAM in 2014. Prior to joining the firm, Neill worked for almost 30 years at JPMorgan Asset Management (JPMAM) and its heritage firms, based for 14 years in Hong Kong and subsequently in London. From 2006, Neill served as chief investment officer and head of JPMAM’s Global Multi Asset Group (GMAG) and latterly as head of Asset Allocation for GMAG. Prior to joining GMAG, Neill served as a managing director and senior strategist within JPMAM’s Currency Group. Previous roles included senior investing positions at Jardine Fleming Investment Management in the International Multi-Asset Portfolios Group. Prior to joining JPMAM, Neill worked for Standard Chartered Bank in Hong Kong and Thailand. Neill earned a BA (Hons) in politics from the University of Exeter.
Alexandra Wilson-Elizondo
Start Date
Tenure
Tenure Rank
Jan 03, 2022
0.41
0.4%
Alexandra Wilson-Elizondo Head of multi-asset funds and model portfolio management within the Multi-Asset Solutions Group; employed with Goldman Sachs Asset Management, L.P. since 2021; prior to 2021, employed by MacKay Shields as an Associate Director since 2015. Prior to joining MacKay Shields, Ms. Wilson-Elizondo was a Manager, Senior Trader, and ETF Trader at Vanguard, managing corporate credit for Vanguard’s index funds and with responsibilities in index management ETF construction and trading (2008 – 2015). Ms. Wilson-Elizondo received a BA from Haverford College.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.09 | 28.73 | 6.43 | 2.41 |