About GSMCX
The Goldman Sachs Mid Cap Value Fund Institutional Class is an actively managed mutual fund focused on long-term capital appreciation by investing primarily in a diversified portfolio of equity securities issued by mid-capitalization companies. The fund maintains a value-oriented strategy, typically seeking U.S.-based firms that are considered undervalued relative to their intrinsic potential. Its portfolio spans various sectors, including technology, industrials, basic materials, healthcare, consumer cyclical, and real estate, providing broad market diversification within the mid-cap segment. The fund generally allocates at least 80% of its assets to mid-cap issuers, and while it concentrates on domestic equities, it may selectively invest in foreign or emerging market securities for added diversification. Its institutional share class targets professional investors, offering a competitive expense structure and a minimum initial investment requirement, which aims to attract large-scale capital. By focusing on companies with resilient business models and stable cash flows, the fund seeks to capitalize on secular growth trends while managing market risk associated with the mid-cap asset class.
Fund Family Goldman Sachs
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol GSMCX
Share Class Institutional
Index Russell MidCap Value TR
GSMCX had a total return of 26.58% in the past year, including dividends.
Since the fund's inception, the average annual return has been 10.52%.
