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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: $21.29 on 8/30/2016, Change: -0.02 (-0.09%)

 

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

Fund Manager Information

Fund Manager Tenure: 5.9 years
Similar Funds: GREAX  GRECX  GREIX  GRESX  GRETX 
Fund Family: Goldman Sachs
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (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 May 30, 2016

  • Goldman Sachs Real Estate Securities R Fund (GRERX) management has been with Goldman Sachs Real Estate Securities R Fund for 5.9 years
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has good short-term performance (1-year return 9.32% vs 9.01% Real Estate category median performance)
  • Goldman Sachs Real Estate Securities R Fund (GRERX) has good Long-term performance (5-year return 9.52% vs 9.40% 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) has an annual stock turnover rate of 41.00% vs Real Estate average of 61.66%. 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) is less volatile than its peers as it has a 3-year Standard Deviation of 14.31, lower than category average of 14.6

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 May 30, 2016

  • Goldman Sachs Real Estate Securities R Fund (GRERX) has a less-than-ideal mid-term performance (3-year return 9.61% vs 9.69% 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) has a higher expense ratio of 1.50% than its Real Estate average of 1.28%
  • 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 May 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 R4.169.329.619.52
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Principal Real Estate Securities P (PIRPX)4.5210.1511.5310.73Compare

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
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

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
05/2016$527.32M
03/2016$545.39M
02/2016$496.48M
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
03/20160%100%0%0%
12/20150%100%0%0%
09/20150%100%0%0%
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

Mar 30, 2016
Simon Property Group, Inc. Comm [11.18%]
Public Storage Common Stock [7.88%]
AvalonBay Communities, Inc. Com [6.69%]
Vornado Realty Trust Common Sto [5.22%]
Boston Properties, Inc. Common [5.16%]
Ventas, Inc. Common Stock [5.09%]
Mid-America Apartment Communiti [4.05%]
Brixmor Property Group Inc. Com [3.75%]
Federal Realty Investment Trust [3.65%]
Post Properties, Inc. Common St [3.43%]

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%]
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

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

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