Goldman Sachs Growth and Income Strategy Portfolio (GOIIX) 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 GOIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GOIIX
GOIIX 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 Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | GOIIX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | GOIIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | GOIIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | GOIIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 0.68% | — | Jul 2014 | GOIIX vs TTIFX |
Best Risk-Adjusted Alternatives to GOIIX
GOIIX has a PortfoliosLab risk / return rank of 54. There are 33 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 92 | — | Oct 2009 | GOIIX vs ASTIX | |
| Donoghue Forlines Tactical Allocation Fund | 91 | — | Apr 2018 | GOIIX vs GTAIX | |
| Potomac Defensive Bull Fund | 90 | — | Jun 2020 | GOIIX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 89 | — | Dec 2016 | GOIIX vs MOJOX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 89 | — | Apr 2012 | GOIIX vs SIOAX |
Top Performing GOIIX Alternatives (YTD)
GOIIX is at 6.19% YTD. There are 45 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 45.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 45.27% | — | Sep 2019 | GOIIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 40.03% | — | Dec 2016 | GOIIX vs MOJOX | |
| Teberg Fund | 28.07% | — | Mar 2002 | GOIIX vs TEBRX | |
| Quantified STF Fund | 25.47% | — | Nov 2015 | GOIIX vs QSTFX | |
| Potomac Defensive Bull Fund | 17.02% | — | Jun 2020 | GOIIX vs CRDBX |
Lowest Volatility Alternatives to GOIIX
GOIIX has 9.29% 1-year volatility. There are 31 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | GOIIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.67% | — | Apr 2012 | GOIIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | GOIIX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.78% | — | Aug 2004 | GOIIX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.79% | — | — | GOIIX vs HFSAX |
Lowest Drawdown Alternatives to GOIIX
GOIIX has a 1-year max drawdown of -7.17%. There are 43 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 | GOIIX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | GOIIX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | GOIIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | GOIIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | GOIIX vs HSTRX |
Other Mutual Funds from Goldman Sachs
The 10 most viewed Goldman Sachs mutual funds shown here include GSIMX, GSINX, GCIIX and span 8 categories.
Often Compared With GOIIX
Investors most often compare GOIIX with FAMRX, MIEIX, ABRYX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GOIIX with Any Fund or Stock
Compare GOIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GOIIX with funds that move differently
Goldman Sachs Growth and Income Strategy Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GOIIX.
Explore GOIIX Diversifiers