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GSRFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$12.23
Change
-$0.34 (-2.70%)
Net Assets
476.79M

GSRFX Goldman Sachs Rising Dividend Gr R6 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Oracle Corp (NYSE:ORCL), Intuit (NASDAQ:INTU), Applied Materials (NASDAQ:AMAT), Texas Instruments (NASDAQ:TXN), Comcast Corp (NASDAQ:CMCSA), KLA Corp (NASDAQ:KLAC), Enterprise Products Partners LP (NYSE:EPD), Energy Transfer LP (NYSE:ET).

Industry description

The investment seeks long-term growth of capital and current income. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in equity investments of dividend-paying U.S. and foreign companies with market capitalizations of at least $500 million. It will generally invest in common and preferred stocks as well as real estate investment trusts ("REITs") that have paid dividends over the previous 10 years or more and have increased their dividends per share by approximately 10% or more per year, on average, over a 10-year trailing period (the "10/10 Test").

Market Cap

The average market capitalization across the Goldman Sachs Rising Dividend Gr R6 MF is 444.6B. The market cap for tickers in the group ranges from 41.76B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MPLX at 41.76B.

Volume

The average weekly volume growth across all stocks in the Goldman Sachs Rising Dividend Gr R6 MF was -30%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 48
Price Growth Rating: 49
SMR Rating: 34
Profit Risk Rating: 24
Seasonality Score: 31 (-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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GSRFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GSRFX has been closely correlated with FXAIX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if GSRFX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GSRFX
1D Price
Change %
GSRFX100%
-0.79%
FXAIX - GSRFX
82%
Closely correlated
-0.39%
VFFSX - GSRFX
79%
Closely correlated
-0.39%
VFIAX - GSRFX
79%
Closely correlated
-0.38%
VFINX - GSRFX
79%
Closely correlated
-0.38%
VSTSX - GSRFX
76%
Closely correlated
-0.49%
More