GOIIX Alternatives & Similar Mutual Funds

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
GIPIX	Goldman Sachs Balanced Strategy Portfolio	0.19%	—	Jan 1998	GOIIX vs GIPIX
PAUIX	PIMCO All Asset All Authority Fund	0.21%	—	Oct 2003	GOIIX vs PAUIX
COTZX	Columbia Thermostat Fund	0.24%	—	Sep 2002	GOIIX vs COTZX
GPIFX	GuidePath Flexible Income Allocation Fund	0.50%	—	Aug 2012	GOIIX vs GPIFX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	0.68%	—	Jul 2014	GOIIX vs TTIFX

Best Risk-Adjusted Alternatives to GOIIX

GOIIX has a PortfoliosLab risk / return rank of 63. There are 35 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
ASTIX	Astor Dynamic Allocation Fund	97	—	Oct 2009	GOIIX vs ASTIX
ABRYX	Invesco Balanced-Risk Allocation Fund	95	—	Jun 2009	GOIIX vs ABRYX
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	95	—	Jun 2009	GOIIX vs ABRZX
RQEIX	RESQ Dynamic Allocation Fund	95	—	Dec 2013	GOIIX vs RQEIX
CRDBX	Potomac Defensive Bull Fund	93	—	Jun 2020	GOIIX vs CRDBX

Top Performing GOIIX Alternatives (YTD)

GOIIX is at 7.78% YTD. There are 46 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.

Symbol	Name	YTD Return	AUM	Inception
QEVOX	Quantified Evolution Plus Fund	55.72%	—	Sep 2019	GOIIX vs QEVOX
MOJOX	Donoghue Forlines Momentum Fund	37.80%	—	Dec 2016	GOIIX vs MOJOX
TEBRX	Teberg Fund	29.45%	—	Mar 2002	GOIIX vs TEBRX
ABRYX	Invesco Balanced-Risk Allocation Fund	21.28%	—	Jun 2009	GOIIX vs ABRYX
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	21.20%	—	Jun 2009	GOIIX vs ABRZX

Lowest Volatility Alternatives to GOIIX

GOIIX has 8.69% 1-year volatility. There are 32 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.41%	—	Aug 2012	GOIIX vs GPIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	2.58%	—	Apr 2012	GOIIX vs SIOAX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	2.74%	—	Jul 2014	GOIIX vs TTIFX
SFHYX	Hundredfold Select Alternative Fund	4.53%	—	Aug 2004	GOIIX vs SFHYX
HFSAX	Hundredfold Select Alternative Fund Investor Class	4.53%	—	—	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
GPIFX	GuidePath Flexible Income Allocation Fund	-1.69%	—	Aug 2012	GOIIX vs GPIFX
QDSNX	AQR Diversifying Strategies Fund Class N	-1.97%	—	Jun 2020	GOIIX vs QDSNX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	-2.11%	—	Jul 2014	GOIIX vs TTIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	-2.34%	—	Apr 2012	GOIIX vs SIOAX
HSTRX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	19	6.45%	—	Dec 2016	GOIIX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	19	6.39%	—	Dec 2016	GOIIX vs GSINX
GCIIX	Goldman Sachs International Equity Insights Fund	Foreign Large Cap Equities	43	12.60%	—	Aug 1997	GOIIX vs GCIIX
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	73	5.23%	—	Oct 1994	GOIIX vs GSBFX
GICIX	Goldman Sachs International Small Cap Insights Fun...	Foreign Small & Mid Cap Equities	50	14.40%	—	Sep 2007	GOIIX vs GICIX
GCGIX	Goldman Sachs Large Cap Growth Insights Fund	Large Cap Growth Equities	24	6.18%	—	May 1997	GOIIX vs GCGIX
GSPKX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Large Cap Blend Equities	78	10.45%	—	Aug 2005	GOIIX vs GSPKX
GSIFX	Goldman Sachs International Equity ESG Fund Class ...	Foreign Large Cap Equities, ESG	12	6.83%	—	Dec 1992	GOIIX vs GSIFX
GSRAX	Goldman Sachs Rising Dividend Growth Fund	Large Cap Blend Equities, Dividend	42	11.61%	—	Mar 2004	GOIIX vs GSRAX
GGSIX	Goldman Sachs Growth Strategy Portfolio	Global Allocation	66	10.48%	—	Jan 1998	GOIIX vs GGSIX

Often Compared With GOIIX

Investors most often compare GOIIX with FAMRX, MIEIX, CRTBX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	76	14.14%	—	Sep 1999	GOIIX vs FAMRX
MIEIX	MFS International Equity Fund Class R6	Foreign Large Cap Equities	9	3.25%	—	Jan 1996	GOIIX vs MIEIX
CRTBX	Potomac Tactical Rotation Fund	Tactical Allocation	77	9.28%	—	Jun 2020	GOIIX vs CRTBX
GUG	Guggenheim Active Allocation Fund	Tactical Allocation	19	7.15%	—	Nov 2021	GOIIX vs GUG
SAPEX	Spectrum Active Advantage Fund	Tactical Allocation	21	0.25%	—	May 2015	GOIIX vs SAPEX
CRTOX	Potomac Tactical Opportunities Fund	Tactical Allocation	49	9.26%	—	Jun 2020	GOIIX vs CRTOX
VXF	Vanguard Extended Market ETF	Mid Cap Blend Equities	50	13.78%	89.90B	Dec 2001	GOIIX vs VXF
PBAIX	BlackRock Tactical Opportunities Fund Institutiona...	Tactical Allocation	66	9.80%	—	Jun 1993	GOIIX vs PBAIX
HSAFX	Hussman Strategic Allocation Fund	Tactical Allocation	2	-1.90%	—	Aug 2019	GOIIX vs HSAFX
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Derivative Income, S&P 500	75	9.91%	4.25B	Oct 2023	GOIIX vs GPIX
CRAZX	Columbia Adaptive Risk Allocation Fund	Tactical Allocation	87	9.92%	—	Jun 2012	GOIIX vs CRAZX
UNAVX	USA Mutuals All Seasons Fund	Tactical Allocation	3	-1.53%	—	Oct 2017	GOIIX vs UNAVX
JHAIX	JHancock Multi-Asset Absolute Return Fund	Tactical Allocation	6	1.49%	—	Dec 2011	GOIIX vs JHAIX
AQRIX	AQR Multi-Asset Fund	Tactical Allocation	70	10.80%	—	Sep 2010	GOIIX vs AQRIX
PASAX	PIMCO All Asset Fund Class A	Tactical Allocation	90	9.23%	—	Apr 2008	GOIIX vs PASAX
MGINX	DWS Global Macro Fund	Tactical Allocation	34	4.06%	—	May 1995	GOIIX vs MGINX
QSTFX	Quantified STF Fund	Tactical Allocation	44	18.90%	—	Nov 2015	GOIIX vs QSTFX
UTMAX	USAA Target Managed Allocation Fund	Tactical Allocation	42	9.47%	—	Aug 2015	GOIIX vs UTMAX
GPIQ	Goldman Sachs Nasdaq-100 Core Premium Income ETF	Nasdaq-100, Dividend	81	18.30%	4.52B	Oct 2023	GOIIX vs GPIQ
UPAAX	Upright Assets Allocation Plus Fund	Tactical Allocation	—	—	—	Oct 2017	GOIIX vs UPAAX

Compare GOIIX with Any Fund or Stock

Compare GOIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Goldman Sachs Growth and Income Strategy Portfolio (GOIIX) Alternatives