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Morningstar

Goldman Sachs Mid Cap Value Svc GSMSX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 35.58  /  +1.28 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.39%
  • Turnover 64%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:44 PM GMT+0

Morningstar’s Analysis GSMSX

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

  • People Pillar

    The People Pillar is our evaluation of the GSMSX 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 GSMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Appealing.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

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

by Eric Schultz
Rated on Published on

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Portfolio Holdings GSMSX

More GSMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Steel Dynamics Inc

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Basic Materials

GE Vernova Inc

1.92 22.4 Mil
Utilities

Lennar Corp Class A

1.85 21.7 Mil
Consumer Cyclical

United Rentals Inc

1.85 21.6 Mil
Industrials

AvalonBay Communities Inc

1.81 21.1 Mil
Real Estate

NiSource Inc

1.79 20.9 Mil
Utilities

VICI Properties Inc Ordinary Shares

1.78 20.9 Mil
Real Estate

Zimmer Biomet Holdings Inc

1.78 20.7 Mil
Healthcare