Goldman Sachs Balanced Strategy Portfolio (GIPIX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GIPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GIPIX
GIPIX charges 0.19% annually. No mutual funds in the Tactical Allocation category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | GIPIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | GIPIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | GIPIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | GIPIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 0.68% | — | Jul 2014 | GIPIX vs TTIFX |
Best Risk-Adjusted Alternatives to GIPIX
GIPIX has a PortfoliosLab risk / return rank of 65. There are 31 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 94 | — | Sep 2002 | GIPIX vs HSTRX | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | GIPIX vs ABRYX | |
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | GIPIX vs ASTIX | |
| PIMCO All Asset Fund | 93 | — | Nov 2002 | GIPIX vs PAAIX | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 | GIPIX vs ABRZX |
Top Performing GIPIX Alternatives (YTD)
GIPIX is at 5.18% YTD. There are 59 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 49.00% | — | Sep 2019 | GIPIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.31% | — | Dec 2016 | GIPIX vs MOJOX | |
| Teberg Fund | 25.67% | — | Mar 2002 | GIPIX vs TEBRX | |
| Quantified STF Fund | 22.82% | — | Nov 2015 | GIPIX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.10% | — | Jun 2020 | GIPIX vs CRDBX |
Lowest Volatility Alternatives to GIPIX
GIPIX has 6.92% 1-year volatility. There are 18 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | GIPIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.72% | — | Apr 2012 | GIPIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | GIPIX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | GIPIX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.72% | — | Aug 2004 | GIPIX vs SFHYX |
Lowest Drawdown Alternatives to GIPIX
GIPIX has a 1-year max drawdown of -5.59%. There are 26 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | GIPIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | GIPIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | GIPIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | GIPIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | GIPIX vs ASTIX |
Other Mutual Funds from Goldman Sachs
The 10 most viewed Goldman Sachs mutual funds shown here include GSIMX, GSINX, GCIIX and span 7 categories.
Often Compared With GIPIX
Investors most often compare GIPIX with JEPI, QQQ, FFRHX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GIPIX with Any Fund or Stock
Compare GIPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GIPIX with funds that move differently
Goldman Sachs Balanced Strategy Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GIPIX.
Explore GIPIX Diversifiers