Morningstar

Goldman Sachs Mid Cap Value Fund Investor Class GCMTX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 37.98  /  −0.78 %
  • Total Assets 1.2B
  • 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 0
  • Status Open
  • TTM Yield 0.87%
  • Turnover 73%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:47 AM GMT+0

Morningstar’s Analysis GCMTX

Will GCMTX outperform in the 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.

Competitive.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Goldman Sachs Mid Cap Value’s capable lead manager earns an Above Average People rating, while the strategy’s sensible but standard value approach merits an Average Process rating.

by Eric Schultz
Rated on Published on

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Portfolio Holdings GCMTX

More GCMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Rentals Inc

2.94 31M
Industrials

L3Harris Technologies Inc

2.50 26M
Industrials

Fifth Third Bancorp

2.47 26M
Financial Services

CMS Energy Corp

2.37 25M
Utilities

Coca-Cola Europacific Partners PLC

2.32 24M
Consumer Defensive

Digital Realty Trust Inc

2.29 24M
Real Estate

Rockwell Automation Inc

2.23 24M
Industrials

Royalty Pharma PLC Class A

2.17 23M
Healthcare

Performance Food Group Co

2.13 22M
Consumer Defensive

Consolidated Edison Inc

2.07 22M
Utilities

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