About GRERX
Goldman Sachs Real Estate Securities Fund Class R is a mutual fund that primarily invests in publicly traded real estate investment trusts (REITs) and other real estate-related securities. The fund’s chief objective is to achieve a total return through both long-term capital appreciation and dividend income. It focuses on companies that own, manage, or invest in commercial and residential properties, drawing on the expertise of portfolio managers with extensive experience in real estate markets. Key holdings often include leading names in sectors such as industrial, data centers, health care, storage, retail, and residential real estate. By offering targeted exposure to real estate equities, the fund acts as a specialized vehicle for investors looking to diversify their portfolios with assets that may behave differently from traditional stock and bond investments. Its performance and risk profile are evaluated against other funds in the real estate category, and its returns are shaped by various drivers such as cash flow strength, asset value, management quality, and sector trends.
Fund Family Goldman Sachs
Category Real Estate
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GRERX
Share Class Class R
Index Wilshire US REIT TR
GRERX had a total return of 14.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.84%.
