Morningstar

Goldman Sachs Mid Cap Value A GCMAX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 38.24  /  −0.68 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.51%
  • Turnover 64%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:27 AM GMT+0

Morningstar’s Analysis GCMAX

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

  • People Pillar

    The People Pillar is our evaluation of the GCMAX 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 GCMAX’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 GCMAX

More GCMAX 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
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