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GQIRX Goldman Sachs US Tax-Managed Eq Inv Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), 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 Inv MF is 1.67T. The market cap for tickers in the group ranges from 224.95B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. 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 Inv MF was 89%. For the same stocks of the MF, the average monthly volume growth was 84% and the average quarterly volume growth was -6%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 65
Price Growth Rating: 37
SMR Rating: 28
Profit Risk Rating: 19
Seasonality Score: -39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Goldman Sachs Trust71 South Wacker DriveChicago
Phone
3126554400
Web
www.goldmansachsfunds.com
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GQIRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GQIRX has been closely correlated with VSMPX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if GQIRX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GQIRX
1D Price
Change %
GQIRX100%
N/A
VSMPX - GQIRX
98%
Closely correlated
-0.24%
VSTSX - GQIRX
98%
Closely correlated
-0.25%
VTSMX - GQIRX
34%
Loosely correlated
-0.24%
VITSX - GQIRX
34%
Loosely correlated
-0.25%
VTSAX - GQIRX
34%
Loosely correlated
-0.25%
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