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Morningstar

Goldman Sachs Mid Cap Value R GCMRX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 30.23  /  0.26 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.440%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.28%
  • Turnover 69%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 11:35 PM GMT+0

Morningstar’s Analysis GCMRX

Will GCMRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GCMRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GCMRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GCMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An upgrade is in order.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

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.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings GCMRX

More GCMRX Holdings
  • Current Portfolio Date
  • Equity Holdings 103
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Martin Marietta Materials Inc

2.41
28,184,328
Basic Materials

Marvell Technology Inc

2.21
25,808,222
Technology

Zimmer Biomet Holdings Inc

2.00
23,375,643
Healthcare

Yum Brands Inc

1.97
23,062,479
Consumer Cyclical

Cummins Inc

1.94
22,669,210
Industrials

Ross Stores Inc

1.92
22,494,960
Consumer Cyclical

AMETEK Inc

1.90
22,182,578
Industrials

Fortive Corp

1.69
19,700,250
Technology

Ball Corp

1.66
19,432,652
Consumer Cyclical

ITT Inc

1.63
19,111,126
Industrials