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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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Last Trade: $ on , Change: (0%)
Fund Manager - Sung J. Cho
Fund Manager Information
Fund Manager Tenure: 4.3 yearsSimilar 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?)
Goldman 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.
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%
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
What do you think?
Compare with other top Mid-Cap Value category mutual funds
Aadditional top Mid-Cap Value mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Goldman Sachs Mid Cap Value A | 3.64 | -8.69 | 6.50 | 7.46 | |
American Century Mid Cap Value C (ACCLX) | 9.33 | 4.34 | 11.13 | 11.06 | Compare |
VY American Century Small-Mid Cap Val S2 (ISMSX) | 8.16 | 3.39 | 10.73 | 10.75 | Compare |
JHancock Disciplined Value Mid Cap Adv (JVMVX) | 4.44 | 0.49 | 12.55 | 12.11 | Compare |
See top fund managers for Mid-Cap Value Category Funds
Compare with Mid-Cap Value category ETFs
Some Mid-Cap Value ETFs for your consideration
ETF | Year to Date | One Year | Three 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) | 0 | 0 | 0 | SPDR S&P 400 Mid Cap Value ETF (MDYV) | 0 | 0 | 0 |
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Goldman Sachs Mid Cap Value A (GCMAX) Fund Net Asset
Track net asset change of Goldman Sachs Mid Cap Value A fund (GCMAX)
Date | Net Asset |
05/2016 | $6.72B |
03/2016 | $7.00B |
02/2016 | $6.71B |
Goldman Sachs Mid Cap Value A (GCMAX) Fund Portfolio Allocation
Track portfolio allocation change of Goldman Sachs Mid Cap Value A fund (GCMAX)
Date | Cash | Stock | Bond | Other |
03/2016 | 2.48% | 97.52% | 0% | 0% |
12/2015 | 1.5% | 98.5% | 0% | 0% |
09/2015 | 2.47% | 97.53% | 0% | 0% |
Top 10 Holdings in Goldman Sachs Mid Cap Value A (GCMAX) Fund
Discover what Goldman Sachs Mid Cap Value A Fund (GCMAX) manager is buying
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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See more information on Goldman Sachs Mid Cap Value A (GCMAX) Fund
Popular pages on Goldman Sachs Mid Cap Value A (GCMAX) Fund
- Goldman Sachs Mid Cap Value A (GCMAX) Fund Research and Recommendation
- Goldman Sachs Mid Cap Value A (GCMAX) Fund Performance Data
- Goldman Sachs Mid Cap Value A (GCMAX) Fund Manager Information
- Historic Goldman Sachs Mid Cap Value A (GCMAX) Fund Asset Allocation Report
- Historic Goldman Sachs Mid Cap Value A (GCMAX) Fund Top 10 Holding Tracking
- Historic Goldman Sachs Mid Cap Value A (GCMAX) Fund Asset Under Management Tracking