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GSGRX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
383.95M

GSGRX Goldman Sachs Equity Income A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Eli Lilly & Co (NYSE:LLY), Exxon Mobil Corp (NYSE:XOM), JPMorgan Chase & Co (NYSE:JPM), Bank of America Corp (NYSE:BAC), Cisco Systems (NASDAQ:CSCO), AstraZeneca PLC (NASDAQ:AZN), Bristol-Myers Squibb Co (NYSE:BMY), Nextera Energy Inc (NYSE:NEE).

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 A MF is 231.53B. The market cap for tickers in the group ranges from 86B to 516.84B. LLY holds the highest valuation in this group at 516.84B. The lowest valued company is ETN at 86B.

Volume

The average weekly volume growth across all stocks in the Goldman Sachs Equity Income A MF was -6%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 56
Price Growth Rating: 49
SMR Rating: 43
Profit Risk Rating: 42
Seasonality Score: -28 (-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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GSGRX and

Correlation & Price change

A.I.dvisor indicates that over the last year, GSGRX has been closely correlated with FFFMX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if GSGRX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GSGRX
1D Price
Change %
GSGRX100%
+0.37%
FFFMX - GSGRX
70%
Closely correlated
+0.29%
FFMMX - GSGRX
69%
Closely correlated
+0.31%
VIVAX - GSGRX
63%
Loosely correlated
N/A
VVIAX - GSGRX
61%
Loosely correlated
N/A
VIVIX - GSGRX
61%
Loosely correlated
N/A
More