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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: $17.89 on 9/4/2015, Change: -0.36 (-1.97%)

 

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

Fund Manager Information

Fund Manager Tenure: 4.9 years
Similar Funds: GREAX  GRECX  GREIX  GRESX  GRETX 
Fund Family: Goldman Sachs
Fund Category: Real Estate
Fund Performance: Jul 30, 2015
Fundmojo Fund Grade: B (Score: 0.69)     (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 Jul 30, 2015

  • Goldman Sachs Real Estate Securities R Fund (GRERX) management has been with Goldman Sachs Real Estate Securities R Fund for 4.9 years
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has good Long-term performance (5-year return 12.80% vs 12.79% Real Estate category median performance)
  • Goldman Sachs Real Estate Securities R Fund (GRERX) ratio of up-years vs down years is greater than 2
  • Asset base in Goldman Sachs Real Estate Securities R Fund (GRERX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has an annual stock turnover rate of 52.00% vs Real Estate average of 58.93%. It is good that Goldman Sachs Real Estate Securities R management does not trade extensively for its return.

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 Jul 30, 2015

  • Goldman Sachs Real Estate Securities R Fund (GRERX) has a less-than-ideal short-term performance (1-year return 9.75% vs 9.89% Real Estate category median performance)
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has a less-than-ideal mid-term performance (3-year return 9.32% vs 9.49% Real Estate category median performance)
  • 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 more volatile than its peers as it has a 3-year Standard Deviation of 13.07 that is higher than category average of 12.6
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has a higher expense ratio of 1.64% than its Real Estate average of 1.33%
  • 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
See Goldman Sachs Real Estate Securities R Fund (GRERX) performance details as of Jul 30, 2015

 

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-0.439.759.3212.80
Cohen & Steers Real Estate Securities A (CSEIX)2.0814.9712.5914.14Compare
Principal Real Estate Securities R3 (PRERX)0.0512.2810.9813.42Compare
REMS Real Estate Value Opportunity P (HLPPX)-0.447.7813.3314.49Compare

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
Vanguard REIT ETF (VNQ)-0.89%9.63%9.96%
Wilshire US REIT ETF (WREI)-3.03%9.55%9.67%
PowerShares Active US Real Estate ETF (PSR)-3.19%9.37%9.28%
First Trust S&P REIT ETF (FRI)-1.25%9.12%9.48%
iShares Real Estate 50 (FTY)-1.16%9.00%8.11%

 

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
07/2015$567.73M
05/2015$564.72M
04/2015$561.65M
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
06/20150%98.96%0%1.04%
03/20150%99%0%1%
12/20140%98.86%0%1.14%
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

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%]

Mar 30, 2015
Simon Property Group, Inc. Comm [10.66%]
Boston Properties, Inc. Common [5.6%]
AvalonBay Communities, Inc. Com [5.58%]
Public Storage Common Stock [5.53%]
Ventas, Inc. Common Stock [4.92%]
Mid-America Apartment Communiti [3.56%]
Chesapeake Lodging Trust Common [3.53%]
Brixmor Property Group Inc. Com [3.43%]
Post Properties, Inc. Common St [3.05%]
DDR Corp. Common Stock [2.96%]

Dec 30, 2014
Simon Property Group, Inc. Comm [9.47%]
AVALONBAY COMMUNITIES, INC. [6.25%]
Boston Properties, Inc. Common [5.32%]
Ventas, Inc. Common Stock [5%]
Public Storage Common Stock [4.85%]
THE MACERICH COMPANY [4.61%]
ProLogis, Inc. Common Stock [4.22%]
Chesapeake Lodging Trust Common [3.61%]
Mid-America Apartment Communiti [3.56%]
Post Properties, Inc. Common St [3.17%]
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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