Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Adobe (NASDAQ:ADBE).
Industry description
The investment seeks to provide long-term after-tax growth of capital through tax-sensitive participation in a broadly diversified portfolio of U.S. equity securities.
The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in equity investments in U.S. issuers. The fund advisor seeks broad representation of large-cap, mid-cap and small-cap equity investments representing all major sectors of the U.S. economy.
Market Cap
The average market capitalization across the Goldman Sachs US Tax-Managed Eq Instl MF is 1.76T. The market cap for tickers in the group ranges from 224.95B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is ADBE at 224.95B.
Volume
The average weekly volume growth across all stocks in the Goldman Sachs US Tax-Managed Eq Instl MF was 29%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was -38%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 60
Price Growth Rating: 29
SMR Rating: 27
Profit Risk Rating: 19
Seasonality Score: -24 (-100 ... +100)