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Morningstar

Goldman Sachs Mid Cap Value Inv GCMTX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 32.01  /  0.12 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.80%
  • Turnover 64%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:17 PM GMT+0

Morningstar’s Analysis GCMTX

Will GCMTX 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 GCMTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GCMTX 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 GCMTX’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 GCMTX

More GCMTX Holdings
  • Current Portfolio Date
  • Equity Holdings 99
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marvell Technology Inc

2.50
26,859,523
Technology

Martin Marietta Materials Inc

2.05
22,002,549
Basic Materials

Steel Dynamics Inc

2.04
21,933,781
Basic Materials

ITT Inc

1.84
19,803,766
Industrials

Raymond James Financial Inc

1.80
19,355,171
Financial Services

Fortive Corp

1.79
19,275,741
Technology

Zimmer Biomet Holdings Inc

1.72
18,502,160
Healthcare

Fidelity National Information Services Inc

1.70
18,273,533
Technology

Yum Brands Inc

1.66
17,826,189
Consumer Cyclical

Marathon Oil Corp

1.63
17,501,428
Energy