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.
Goldman Sachs Mid Cap Value Inv GCMTX
- NAV / 1-Day Return 35.36 / −0.08 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- 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 0.82%
- Turnover 64%
USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 11:59 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.
People Pillar
Parent Pillar
- 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 |