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Morningstar

Goldman Sachs Mid Cap Value Svc GSMSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 32.83  /  1.05 %
  • 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 0
  • Status Open
  • TTM Yield 0.36%
  • Turnover 69%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 12:44 AM GMT+00:00

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.

Better performance here.

Senior Analyst

Summary

| by Gregg Wolper

Goldman Sachs Mid Cap Value’s improved profile is noteworthy, though the strategy doesn’t necessarily stand out from rivals overall. The strategy retains a Morningstar Analyst Rating of Neutral for all share classes.

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