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Goldman Sachs Real Estate Securities R (GRERX) Fund Ranking and Research

Ranking, Research and Recommendation of Goldman Sachs Real Estate Securities R (GRERX) Fund

    Last Trade: $17.70 on 2/8/2016, Change: -0.58 (-3.17%)

 

Graph of Goldman Sachs Real Estate Securities R Fund (GRERX) ManagerFund Manager - Nora Creedon

Fund Manager Information

Fund Manager Tenure: 5.3 years
Similar Funds: GREAX  GRECX  GREIX  GRESX  GRETX 
Fund Family: Goldman Sachs
Fund Category: Real Estate
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

 

Graph of Goldman Sachs Real Estate Securities R Fund (GRERX) ProfileGoldman Sachs Real Estate Securities R Fund (GRERX) Profile

Fund Profile and Description

Goldman Sachs Real Estate Securities R Fund seeks total return comprised of long-term growth of capital and dividend income. Goldman Sachs Real Estate Securities R Fund normally invests substantially all and at least 80% of net assets plus any borrowings for investment purposes in a portfolio of equity investments in issuers that are primarily engaged in or related to the real estate industry. It may invest up to 15% of assets in foreign securities, including securities of issuers in emerging countries and securities quoted in foreign currencies. Goldman Sachs Real Estate Securities R Fund is non-diversified.

 

Goldman Sachs Real Estate Securities R (GRERX) Fund Strength What we like about Goldman Sachs Real Estate Securities R (GRERX) Fund

Data for Goldman Sachs Real Estate Securities R Fund (GRERX) as of Jan 30, 2016

  • Goldman Sachs Real Estate Securities R Fund (GRERX) management has been with Goldman Sachs Real Estate Securities R Fund for 5.3 years
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has good short-term performance (1-year return -6.00% vs -6.82% Real Estate category median performance)
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has good mid-term performance (3-year return 8.17% vs 7.97% Real Estate category median performance)
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has good Long-term performance (5-year return 9.93% vs 9.72% Real Estate category median performance)
  • Goldman Sachs Real Estate Securities R Fund (GRERX) ratio of up-years vs down years is greater than 2

Goldman Sachs Real Estate Securities R Fund (GRERX) Weakness What we are cautious about Goldman Sachs Real Estate Securities R (GRERX) Fund

Data for Goldman Sachs Real Estate Securities R Fund (GRERX) as of Jan 30, 2016

  • Goldman Sachs Real Estate Securities R Fund (GRERX) has a Morningstar rating of 3 and below
  • Goldman Sachs Real Estate Securities R Fund (GRERX) is less safe compared to its Real Estate peers
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has an annual stock turnover rate of 52.00% that is higher than the Real Estate average of 46.47%. This could mean Goldman Sachs Real Estate Securities R is more nimble, but also signal potential high tax impact and high trading fees
  • Goldman Sachs Real Estate Securities R Fund (GRERX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.89 that is higher than category average of 13.63
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has a higher expense ratio of 1.64% than its Real Estate average of 1.29%
  • Even though Goldman Sachs Real Estate Securities R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
  • As a Real Estate focused fund, Goldman Sachs Real Estate Securities R Fund (GRERX) is less diversified and has inherited sector risks associated with the fund
  • Asset base in Goldman Sachs Real Estate Securities R Fund (GRERX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Goldman Sachs Real Estate Securities R Fund (GRERX) performance details as of Jan 30, 2016

 

What do you think?

 

Compare Goldman Sachs Real Estate Securities R Fund (GRERX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Goldman Sachs Real Estate Securities R-3.60-6.008.179.93
Cohen & Steers Real Estate Securities A (CSEIX)-3.32-1.6911.3311.49Compare
Principal Real Estate Securities P (PIRPX)-3.95-5.969.9011.14Compare

See top fund managers for Real Estate Category Funds

 

Compare Goldman Sachs Real Estate Securities R Fund (GRERX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Active US Real Estate ETF (PSR)-5.21%-8.17%7.57%
iShares US Real Estate (IYR)-4.10%-7.81%6.29%
First Trust S&P REIT ETF (FRI)-3.53%-7.70%7.76%
Vanguard REIT ETF (VNQ)-3.44%-7.45%8.34%
Wilshire US REIT ETF (WREI)-5.67%-7.23%8.43%

 

Graph of Goldman Sachs Real Estate Securities R Fund (GRERX) Net Asset TrackingGoldman Sachs Real Estate Securities R (GRERX) Fund Net Asset

Track net asset change of Goldman Sachs Real Estate Securities R fund (GRERX)

DateNet Asset
01/2016$517.80M
12/2015$550.32M
11/2015$557.19M
More historic net asset information on Goldman Sachs Real Estate Securities R Fund (GRERX)

  

Graph of Goldman Sachs Real Estate Securities R Fund (GRERX) Portfolio TrackingGoldman Sachs Real Estate Securities R (GRERX) Fund Portfolio Allocation

Track portfolio allocation change of Goldman Sachs Real Estate Securities R fund (GRERX)

DateCashStockBondOther
12/20150%100%0%0%
09/20150%100%0%0%
06/20150%98.96%0%1.04%
Click here to see more historic asset allocation information on Goldman Sachs Real Estate Securities R Fund (GRERX)

 

graph of Goldman Sachs Real Estate Securities R Fund (GRERX) Top 10 Position TrackingTop 10 Holdings in Goldman Sachs Real Estate Securities R (GRERX) Fund

Discover what Goldman Sachs Real Estate Securities R Fund (GRERX) manager is buying

Dec 30, 2015
Simon Property Group, Inc. Comm [11.46%]
Public Storage Common Stock [7.96%]
AvalonBay Communities, Inc. Com [6.83%]
Boston Properties, Inc. Common [6.15%]
Vornado Realty Trust Common Sto [5.91%]
Ventas, Inc. Common Stock [4.78%]
Mid-America Apartment Communiti [3.99%]
Brixmor Property Group Inc. Com [3.87%]
ProLogis, Inc. Common Stock [3.62%]
Federal Realty Investment Trust [3.51%]

Sep 29, 2015
Simon Property Group, Inc. Comm [12.22%]
Public Storage Common Stock [6.77%]
AvalonBay Communities, Inc. Com [6.57%]
Boston Properties, Inc. Common [5.78%]
Vornado Realty Trust Common Sto [5.32%]
ProLogis, Inc. Common Stock [4.8%]
Ventas, Inc. Common Stock [4.74%]
Brixmor Property Group Inc. Com [3.64%]
Mid-America Apartment Communiti [3.57%]
Post Properties, Inc. Common St [3.5%]

Jun 29, 2015
Simon Property Group, Inc. Comm [11.21%]
AvalonBay Communities, Inc. Com [6.16%]
Public Storage Common Stock [5.89%]
Boston Properties, Inc. Common [5.49%]
Ventas, Inc. Common Stock [4.76%]
ProLogis, Inc. Common Stock [4.22%]
Mid-America Apartment Communiti [3.82%]
Chesapeake Lodging Trust Common [3.74%]
Brixmor Property Group Inc. Com [3.57%]
Post Properties, Inc. Common St [3.31%]
Click here for Stock Holding Change Map in Goldman Sachs Real Estate Securities R Fund (GRERX)

  

Latest News on Goldman Sachs Real Estate Securities R (GRERX) Fund

See what is happening with Goldman Sachs Real Estate Securities R Fund (GRERX)

 

Goldman Sachs Real Estate Securities R Fund (GRERX) Related ResourcesSee more information on Goldman Sachs Real Estate Securities R (GRERX) Fund

Popular pages on Goldman Sachs Real Estate Securities R (GRERX) Fund

  

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