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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Fund 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?)

 

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

See Goldman Sachs Mid Cap Value A Fund (GCMAX) performance details as of May 30, 2016

 

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

 

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

More historic net asset information on Goldman Sachs Mid Cap Value A Fund (GCMAX)

  

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%

Click here to see more historic asset allocation information on Goldman Sachs Mid Cap Value A Fund (GCMAX)

 

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

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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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