The Goldman Sachs 401(k) Plan
Investment Model Portfolios

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as a range of financial services to corporations, financial institutions, governments and high-net-worth individuals worldwide.The Goldman Sachs Group, Inc. was founded in 1869 and is headquartered in New York, New York. It is one of the largest investment banks in the world. 

Investment options of The Goldman Sachs 401(k) Plan

Total Available Funds: 25
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT GSTGX GSTGX
Inflation-Protected Bond VIPIX VIPIX
Intermediate-Term Bond GSFIX GSFIX
WORLD BOND PIGLX PIGLX
High Yield Bond GSHIX GSHIX
Emerging Markets Bond ELBIX ELBIX
LONG GOVERNMENT TLT TLT
Intermediate-Term Bond WAPSX wapsx
Others
Nontraditional Bond GSZIX GSZIX
US EQUITY
LARGE VALUE GSLIX GSLIX
LARGE VALUE DHLRX DHLRX
LARGE BLEND SVSPX SVSPX
LARGE GROWTH TPLGX TPLGX
LARGE GROWTH DEUIX DEUIX
MID-CAP VALUE GSMCX GSMCX
Mid-Cap Growth ARTMX ARTMX
US Small Cap ^RUT ^RUT
US EQUITY ^MID ^MID
LARGE VALUE IVW IVW
LARGE VALUE IVE IVE
INTERNATIONAL EQUITY
Foreign Large Value GMCFX GMCFX
Foreign Large Blend DODFX DODFX
Foreign Large Growth HLMIX HLMIX
COMMODITIES
COMMODITIES BROAD BASKET PCLIX PCLIX
Emerging Market
DIVERSIFIED EMERGING MKTS SEMSX SEMSX

Investment model portfolios

We provide two types of investment model portfolios for The Goldman Sachs 401(k) Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/30/2016.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
The Goldman Sachs 401(k) Plan Strategic Asset Allocation - Optimal Moderate NA 11.07% 5.90% 7.94% 5.55% 7.42% NA 7.07%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.27% 11.00% 16.20% 7.16% 7.04% 7.81% 5.60%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 8.45% 5.33% 8.32% 4.80% 5.95% 6.64% 5.20%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
The Goldman Sachs 401(k) Plan Tactical Asset Allocation Moderate NA 23.09% 6.91% 11.28% 7.27% 8.20% 9.81% 10.20%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%