Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Dean L. Boebinger


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | GSMSX Insights | GSMSX Score | GSMSX Performance | GSMSX Manager | GSMSX News | GSMSX Allocation | GSMSX Holdings Change

Mutual Fund Insights: Goldman Sachs Mid Cap Value Service Fund (GSMSX)

In-depth Analysis of Goldman Sachs Mid Cap Value Service Fund (GSMSX)

Mutual fund chart: Goldman Sachs Mid Cap Value Service Fund (GSMSX)

3 months
6 months
1 year
3 year
5 year

See Goldman Sachs Mid Cap Value Service Fund (GSMSX) performance details as of January 31, 2010

  

    Last Trade: $31.16 on 3/18/2010, Change: -0.23 (-0.73%)
Experiment our closing price forecasting tool for Goldman Sachs Mid Cap Value Service Fund (GSMSX) (alpha release)

  

Fund Manager - Dolores Snyder Bamford

Fund Manager Tenure: 7.5 years   [Similar Funds: GSMCX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Bamford is a portfolio manager for the US Value Team, where she has broad research responsibilities across the value portfolios. Prior to her arrival at Goldman Sachs Asset Management in 2002, she was a portfolio manager at Putnam Investments for various products since 1992. While at Putnam she was a portfolio manager for a variety of Funds. She has 19 years of industry experience.  Get more insights on Dolores Snyder Bamford

  

What we like about Goldman Sachs Mid Cap Value Service Fund (GSMSX) What we like about Goldman Sachs Mid Cap Value Service Fund (GSMSX)

Data for Goldman Sachs Mid Cap Value Service Fund (GSMSX) as of January 31, 2010

  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) management has been with Goldman Sachs Mid Cap Value Service Fund for 7.5 years
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) has good Long-term performance (5-year return 1.77% vs 1.33% Mid-Cap Value category average)
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) ratio of up-years vs down years is greater than 2
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) has a Morningstar rating of 4 and above
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) has an annual stock turnover rate of 104.00% vs Mid-Cap Value average of 107.20%. It is good that Goldman Sachs Mid Cap Value Service management does not trade extensively for its return.
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.87, lower than category average of 24.2
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) has a lower management fee than its Mid-Cap Value average: 1.29% vs 1.37%
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Goldman Sachs Mid Cap Value Service Fund (GSMSX) What we are cautious about Goldman Sachs Mid Cap Value Service Fund (GSMSX)

Data for Goldman Sachs Mid Cap Value Service Fund (GSMSX) as of January 31, 2010

  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) has a less-than-ideal short-term performance (1-year return 36.23% vs 43.98% Mid-Cap Value category average)
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) has a less-than-ideal mid-term performance (3-year return -7.15% vs -6.98% Mid-Cap Value category average)
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) is less safe compared to its Mid-Cap Value peers
  • Goldman Sachs Mid Cap Value Service Fund (GSMSX) does not have a good risk adjusted return as its 3-year Alpha of 0.95 is worse than category average of 2.33, and its 3-year Sharpe ratio is -0.32
See Goldman Sachs Mid Cap Value Service Fund (GSMSX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

  

Goldman Sachs Mid Cap Value Service Fund (GSMSX) Net Asset

Track net asset change of Goldman Sachs Mid Cap Value Service fund (GSMSX)

DateNet Asset
01/2010$216.29M
11/2009$212.86M
10/2009$200.99M
More historic net asset information on Goldman Sachs Mid Cap Value Service Fund (GSMSX)

  

Goldman Sachs Mid Cap Value Service Fund (GSMSX) Portfolio Allocation

Track portfolio allocation change of Goldman Sachs Mid Cap Value Service fund (GSMSX)

DateCashStockBondOther
09/20091.9%98.09%0%0%
06/20092.8%97.2%0%0%
03/20094.31%95.69%0%0%
Click here to see more historic asset allocation information on Goldman Sachs Mid Cap Value Service Fund (GSMSX)

  

Most Recent Top 10 Holdings in Goldman Sachs Mid Cap Value Service Fund (GSMSX)

Discover what Goldman Sachs Mid Cap Value Service Fund (GSMSX) manager is buying

30-Sep-09
NEWFIELD EXP COM [2.84%]
DISH Network Corporation [2.2%]
BERKLEY W R CP [2.09%]
NOBLE ENERGY INC [1.98%]
INVESCO PLC NEW [1.97%]
PPL CORP [1.85%]
COMMSCOPE INC [1.85%]
MARSH MCLENNAN CO [1.67%]
WHITING PETE CORP [1.55%]
EVEREST RE GRP LTD [1.48%]

30-Jun-09
PPL CORP [2.44%]
INVESCO PLC NEW [2.41%]
NEWFIELD EXP COM [2.23%]
RANGE RES CORP [2.09%]
BERKLEY W R CP [2.04%]
ENTERGY CP [2.01%]
Activision, Inc. [1.95%]
REPUBLIC SVCS INC [1.89%]
H R BLOCK INC [1.83%]
DISH Network Corporation [1.65%]

31-Mar-09
Range Resources Corp [2.87%]
Entergy Corp. [2.81%]
PPL Corp [2.63%]
Berkley (W. R.) Corp. [2.46%]
Block (H & R), Inc. [1.99%]
Activision Blizzard, Inc [1.98%]
Laboratory Corp. of America Hol [1.89%]
PG&E Corp. (Holding Co.) [1.76%]
DPL Inc. [1.7%]
Everest Re Group Ltd [1.65%]
Click here for Stock Holding Change Map in Goldman Sachs Mid Cap Value Service Fund (GSMSX)

  

Related books and products to Goldman Sachs Mid Cap Value Service Fund (GSMSX)

  

Latest News on Goldman Sachs Mid Cap Value Service (GSMSX)

See what is happening with Goldman Sachs Mid Cap Value Service Fund (GSMSX)

 

Books and Resources

 

 

See more information on Goldman Sachs Mid Cap Value Service Fund (GSMSX)