Increased conviction in Goldman Sachs Mid Cap Value's investment team drives its Morningstar Medalist Ratings up to Bronze from Neutral for the cheaper share classes, while the more expensive ones remain Neutral.
Goldman Sachs Mid Cap Value Instl GSMCX
- NAV / 1-Day Return 36.35 / +0.06 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.830%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.85%
- Turnover 64%
USD | NAV as of Mar 19, 2024 | 1-Day Return as of Mar 19, 2024, 12:18 AM GMT+0
Morningstar’s Analysis GSMCX
Will GSMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Marvell Technology Inc | 2.52 | 28.9 Mil | Technology |
Zimmer Biomet Holdings Inc | 1.87 | 21.5 Mil | Healthcare |
Steel Dynamics Inc | 1.87 | 21.5 Mil | Basic Materials |
Martin Marietta Materials Inc | 1.87 | 21.5 Mil | Basic Materials |
Fidelity National Information Services Inc | 1.86 | 21.4 Mil | Technology |
AMETEK Inc | 1.77 | 20.3 Mil | Industrials |
United Rentals Inc | 1.70 | 19.5 Mil | Industrials |
Lennar Corp Class A | 1.66 | 19.0 Mil | Consumer Cyclical |
Fortive Corp | 1.61 | 18.5 Mil | Technology |
Stanley Black & Decker Inc | 1.60 | 18.3 Mil | Industrials |