Although Goldman Sachs Mid Cap Value has made some positive strides, a manager departure, other personnel changes, and higher-than-average portfolio turnover raise questions. The fund retains a Morningstar Analyst Rating of Neutral for all share classes.
Will GCMRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of GCMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.