About GCMAX
Goldman Sachs Mid Cap Value Fund Class A is a mutual fund focused on long-term capital appreciation through investments in mid-capitalization companies. The fund typically allocates at least 80% of its net assets to a diversified portfolio of equity securities issued by mid-sized firms, which are generally defined as companies with market capitalizations within the range of the Russell Midcap® Value Index. While its core holdings are in U.S.-listed stocks, the fund may also invest in select foreign securities, including those in emerging markets.
The portfolio is actively managed with a value-oriented strategy, aiming to identify businesses with strong fundamentals, stable cash flows, and healthy balance sheets. Key sectors represented include industrials, financials, consumer discretionary, and information technology. The fund typically holds over 100 positions, with a notable concentration in companies exhibiting economic moats and durable market advantages. It provides semi-annual dividend distributions and features a front-load share class structure. Since its inception in 1997, the Goldman Sachs Mid Cap Value Fund Class A has served investors seeking exposure to the potential growth and diversification benefits of mid-cap equities, balancing risk and return in a critical segment of the equity market.
Fund Family Goldman Sachs
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol GCMAX
Share Class Class A
Index Russell MidCap Value TR
GCMAX had a total return of 21.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.59%.
