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 Instl MF is 295.24B. The market cap for tickers in the group ranges from 60.23B to 766.55B. WMT holds the highest valuation in this group at 766.55B. The lowest valued company is RSG at 60.23B.
Volume
The average weekly volume growth across all stocks in the Goldman Sachs Equity Income Instl MF was 10%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was 11%
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: 48
Price Growth Rating: 41
SMR Rating: 45
Profit Risk Rating: 23
Seasonality Score: 14 (-100 ... +100)