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Goldman Sachs Mid Cap Value Instl GSMCX

Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 32.40  /  0.25 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.81%
  • Turnover 69%

Morningstar’s Analysis GSMCX

Will GSMCX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings GSMCX

  • 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
2.41
28,184,328
Basic Materials
2.21
25,808,222
Technology
2.00
23,375,643
Healthcare
1.97
23,062,479
Consumer Cyclical
1.94
22,669,210
Industrials
1.92
22,494,960
Consumer Cyclical
1.90
22,182,578
Industrials
1.69
19,700,250
Technology
1.66
19,432,652
Consumer Cyclical
1.63
19,111,126
Industrials