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Goldman Sachs Mid Cap Value A (GCMAX) Fund Ranking and Research

Ranking, Research and Recommendation of Goldman Sachs Mid Cap Value A (GCMAX) Fund

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Graph of Goldman Sachs Mid Cap Value A Fund (GCMAX) ManagerFund Manager - Sung J. Cho

Fund Manager Information

Fund Manager Tenure: 4.3 years
Similar Funds: GCMCX  GCMRX  GCMTX 
Fund Family: Goldman Sachs
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Graph of Goldman Sachs Mid Cap Value A Fund (GCMAX) ProfileGoldman Sachs Mid Cap Value A Fund (GCMAX) Profile

Fund Profile and Description

Goldman Sachs Mid Cap Value A Fund seeks long-term capital appreciation. Goldman Sachs Mid Cap Value A Fund normally invests at least 80% of assets in equity securities, typically with market capitalizations within the range of the market capitalization of companies in the Russell Midcap Value Index. It may invest up to 25% of assets in foreign securities, including securities of issuers in emerging countries. Goldman Sachs Mid Cap Value A Fund may also invest up to 20% of assets in companies with market capitalizations outside the range of companies in the Russell Midcap Value Index and in fixed-income securities, such as government, corporate and bank debt obligations.

 

Goldman Sachs Mid Cap Value A (GCMAX) Fund Strength What we like about Goldman Sachs Mid Cap Value A (GCMAX) Fund

Data for Goldman Sachs Mid Cap Value A Fund (GCMAX) as of May 30, 2016

  • Goldman Sachs Mid Cap Value A Fund (GCMAX) management has been with Goldman Sachs Mid Cap Value A Fund for 4.3 years
  • Goldman Sachs Mid Cap Value A Fund (GCMAX) ratio of up-years vs down years is greater than 2
  • Goldman Sachs Mid Cap Value A Fund (GCMAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.38, lower than category average of 12.6
  • Goldman Sachs Mid Cap Value A Fund (GCMAX) has a lower expense ratio than its Mid-Cap Value average: 1.14% vs 1.18%

Goldman Sachs Mid Cap Value A Fund (GCMAX) Weakness What we are cautious about Goldman Sachs Mid Cap Value A (GCMAX) Fund

Data for Goldman Sachs Mid Cap Value A Fund (GCMAX) as of May 30, 2016

  • Goldman Sachs Mid Cap Value A Fund (GCMAX) has a less-than-ideal short-term performance (1-year return -8.69% vs -3.20% Mid-Cap Value category median performance)
  • Goldman Sachs Mid Cap Value A Fund (GCMAX) has a less-than-ideal mid-term performance (3-year return 6.50% vs 8.20% Mid-Cap Value category median performance)
  • Goldman Sachs Mid Cap Value A Fund (GCMAX) has a less-than-ideal Long-term performance (5-year return 7.46% vs 8.87% Mid-Cap Value category median performance)
  • Goldman Sachs Mid Cap Value A Fund (GCMAX) has a Morningstar rating of 3 and below
  • Goldman Sachs Mid Cap Value A Fund (GCMAX) has an annual stock turnover rate of 95.00% that is higher than the Mid-Cap Value average of 53.78%. This could mean Goldman Sachs Mid Cap Value A is more nimble, but also signal potential high tax impact and high trading fees
  • Goldman Sachs Mid Cap Value A Fund (GCMAX) carries a 5.5% load
See Goldman Sachs Mid Cap Value A Fund (GCMAX) performance details as of May 30, 2016

 

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Compare Goldman Sachs Mid Cap Value A Fund (GCMAX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Goldman Sachs Mid Cap Value A3.64-8.696.507.46
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Goldman Sachs Mid Cap Value A Fund (GCMAX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Goldman Sachs Mid Cap Value A Fund (GCMAX) Net Asset TrackingGoldman Sachs Mid Cap Value A (GCMAX) Fund Net Asset

Track net asset change of Goldman Sachs Mid Cap Value A fund (GCMAX)

DateNet Asset
05/2016$6.72B
03/2016$7.00B
02/2016$6.71B
More historic net asset information on Goldman Sachs Mid Cap Value A Fund (GCMAX)

  

Graph of Goldman Sachs Mid Cap Value A Fund (GCMAX) Portfolio TrackingGoldman Sachs Mid Cap Value A (GCMAX) Fund Portfolio Allocation

Track portfolio allocation change of Goldman Sachs Mid Cap Value A fund (GCMAX)

DateCashStockBondOther
03/20162.48%97.52%0%0%
12/20151.5%98.5%0%0%
09/20152.47%97.53%0%0%
Click here to see more historic asset allocation information on Goldman Sachs Mid Cap Value A Fund (GCMAX)

 

graph of Goldman Sachs Mid Cap Value A Fund (GCMAX) Top 10 Position TrackingTop 10 Holdings in Goldman Sachs Mid Cap Value A (GCMAX) Fund

Discover what Goldman Sachs Mid Cap Value A Fund (GCMAX) manager is buying

Mar 30, 2016
Citizens Financial Group, Inc. [2.29%]
Vornado Realty Trust Common Sto [2.12%]
Ventas, Inc. Common Stock [2.09%]
M&T Bank Corporation Common Sto [1.99%]
Fidelity National Information S [1.87%]
Huntington Bancshares Incorpora [1.86%]
Perrigo Company plc Ordinary Sh [1.86%]
Ingersoll-Rand plc (Ireland) [1.85%]
Synchrony Financial Common Stoc [1.85%]
Sempra Energy Common Stock [1.82%]

Dec 30, 2015
Citizens Financial Group, Inc. [2.6%]
Lincoln National Corporation Co [2.42%]
Raymond James Financial, Inc. C [2.13%]
Sempra Energy Common Stock [1.97%]
Huntington Bancshares Incorpora [1.96%]
Ralph Lauren Corporation Common [1.94%]
FirstEnergy Corporation Common [1.93%]
Brixmor Property Group Inc. Com [1.83%]
Brocade Communications Systems, [1.74%]
ProLogis, Inc. Common Stock [1.69%]

Sep 29, 2015
Raymond James Financial, Inc. C [2.19%]
Citizens Financial Group, Inc. [2%]
Ralph Lauren Corporation Common [1.97%]
Endo International plc [1.94%]
Sempra Energy Common Stock [1.92%]
Hertz Global Holdings, Inc Comm [1.86%]
Lincoln National Corporation Co [1.84%]
FirstEnergy Corporation Common [1.81%]
Brixmor Property Group Inc. Com [1.76%]
Brocade Communications Systems, [1.73%]
Click here for Stock Holding Change Map in Goldman Sachs Mid Cap Value A Fund (GCMAX)

  

Latest News on Goldman Sachs Mid Cap Value A (GCMAX) Fund

See what is happening with Goldman Sachs Mid Cap Value A Fund (GCMAX)

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Goldman Sachs Mid Cap Value A Fund (GCMAX) Related ResourcesSee more information on Goldman Sachs Mid Cap Value A (GCMAX) Fund

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