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GRGRX Goldman Sachs Equity Income R Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), AstraZeneca PLC (NASDAQ:AZN), Amgen (NASDAQ:AMGN), Bristol-Myers Squibb Co (NYSE:BMY).

Industry description

The investment seeks long-term capital appreciation and growth of income. The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in equity investments. It will generally invest in equity securities that the Investment Adviser believes have favorable prospects for capital appreciation and/or dividend-paying ability. Although the fund will invest primarily in publicly traded U.S. securities, including preferred and convertible securities, MLPs and REITs, it may invest up to 25% of its net assets in foreign securities.

Market Cap

The average market capitalization across the Goldman Sachs Equity Income R MF is 286.31B. The market cap for tickers in the group ranges from 60.23B to 677.22B. WMT holds the highest valuation in this group at 677.22B. The lowest valued company is RSG at 60.23B.

Volume

The average weekly volume growth across all stocks in the Goldman Sachs Equity Income R MF was 26%. For the same stocks of the MF, the average monthly volume growth was 49% and the average quarterly volume growth was 22%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 41
Price Growth Rating: 33
SMR Rating: 43
Profit Risk Rating: 20
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, GRGRX has been closely correlated with RMFEX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if GRGRX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GRGRX
1D Price
Change %
GRGRX100%
-0.49%
RMFEX - GRGRX
95%
Closely correlated
-0.86%
RMEBX - GRGRX
95%
Closely correlated
-0.88%
RMFCX - GRGRX
95%
Closely correlated
-0.85%
VIVAX - GRGRX
93%
Closely correlated
-0.38%
VVIAX - GRGRX
93%
Closely correlated
-0.39%
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