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GVIRX
Mutual Fund ticker: NASDAQ
AS OF
Feb 29 closing price
Price
$15.66
Change
-$0.00 (-0.00%)
Net Assets
3.25B

GVIRX Goldman Sachs US Eq Div and Premium 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), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to maximize income and total return. The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in dividend-paying equity investments in large-cap U.S. issuers with public stock market capitalizations within the range of the market capitalization of the S&P 500® Index at the time of investment. It invests primarily in a diversified portfolio of common stocks of large-cap U.S. issuers represented in the S&P 500® Index.

Market Cap

The average market capitalization across the Goldman Sachs US Eq Div and Premium Inv MF is 1.12T. The market cap for tickers in the group ranges from 456.54B to 3.07T. MSFT holds the highest valuation in this group at 3.07T. The lowest valued company is UNH at 456.54B.

Volume

The average weekly volume growth across all stocks in the Goldman Sachs US Eq Div and Premium Inv MF was -49%. For the same stocks of the MF, the average monthly volume growth was -60% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 41
Price Growth Rating: 52
SMR Rating: 28
Profit Risk Rating: 17
Seasonality Score: 40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Derivative Income
Address
Goldman Sachs Trust71 South Wacker DriveChicago
Phone
3126554400
Web
www.goldmansachsfunds.com
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GVIRX and

Correlation & Price change

A.I.dvisor indicates that over the last year, GVIRX has been loosely correlated with JEPAX. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if GVIRX jumps, then JEPAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GVIRX
1D Price
Change %
GVIRX100%
N/A
JEPAX - GVIRX
45%
Loosely correlated
N/A
JEPSX - GVIRX
44%
Loosely correlated
N/A
JEPCX - GVIRX
36%
Loosely correlated
N/A
JEPIX - GVIRX
36%
Loosely correlated
N/A
JEPRX - GVIRX
35%
Loosely correlated
N/A