Morningstar

Goldman Sachs Mid Cap Value Fund Institutional Class GSMCX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 39.75  /  +0.84 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.96%
  • Turnover 73%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis GSMCX

Will GSMCX outperform in the 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 GSMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Competitive.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

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

by Eric Schultz
Rated on Published on

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Portfolio Holdings GSMCX

More GSMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Rentals Inc

3.04 35M
Industrials

Martin Marietta Materials Inc

2.84 33M
Basic Materials

Performance Food Group Co

2.81 33M
Consumer Defensive

Cheniere Energy Inc

2.57 30M
Energy

Coca-Cola Europacific Partners PLC

2.50 29M
Consumer Defensive

Aramark

2.29 27M
Industrials

Royalty Pharma PLC Class A

2.22 26M
Healthcare

Mirion Technologies Inc Ordinary Shares Class A

2.20 26M
Industrials

Rockwell Automation Inc

2.15 25M
Industrials

Ingersoll Rand Inc

2.09 24M
Industrials

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