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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 33.47  /  +0.24 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.77%
  • Turnover 64%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 11:53 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marvell Technology Inc

2.84 35.4 Mil
Technology

Steel Dynamics Inc

2.16 26.9 Mil
Basic Materials

Fidelity National Information Services Inc

2.12 26.4 Mil
Technology

Martin Marietta Materials Inc

2.12 26.4 Mil
Basic Materials

Zimmer Biomet Holdings Inc

2.06 25.7 Mil
Healthcare

Lennar Corp Class A

2.03 25.3 Mil
Consumer Cyclical

United Rentals Inc

1.97 24.5 Mil
Industrials

AMETEK Inc

1.80 22.5 Mil
Industrials

VICI Properties Inc Ordinary Shares

1.77 22.1 Mil
Real Estate

Fortive Corp

1.73 21.6 Mil
Technology