GMVIX Mutual Fund

GMVIX Mutual Fund

NAV$19.57
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Fund Essentials - as of May 31, 2026

Net Assets
$4M
Expense Ratio
0.92%
Dividend Yield (Current)
4.95%
Holdings
98
Inception Date
Jan 31, 2014
Fund Family
Goldman Sachs Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+16.77%
1 Year+23.71%
3 Year+11.44%
5 Year+7.19%
10 Year+9.41%

Asset Allocation

Stocks: 98.71%
Cash: 1.29%
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Top Holdings

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TickerNameWeight
MTSIMacom Technology Solutions Holdings, Inc.3.14%
COHRCoherent, Inc2.79%
FLEXFlex Ltd. Ordinary Shares2.41%
SITMSitime Corp2.15%
NVT:LNNvent Electric Pl2.03%
Top 10 Concentration: 20.77%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.95%
Frequency
Annually
Latest Distribution
$0.08
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

GMVIX Mutual Fund Overview

GMVIX Mutual Fund (Goldman Sachs Small/Mid Cap Value Fund Investor Class) is managed by Goldman Sachs Asset Management with $4.0M in net assets. GMVIX expense ratio is 0.92%, holding 98 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2014-01-31.

GMVIX performance shows a YTD return of 16.77%. The 1-year return is 23.71% and the 5-year return is 7.19%. GMVIX dividend yield stands at 4.95%, paid annually.

GMVIX top holdings include Macom Technology Solutions Holdings, Inc. (3.1%), Coherent, Inc (2.8%), Flex Ltd. Ordinary Shares (2.4%), Sitime Corp (2.1%), Nvent Electric Pl (2.0%). Go to all GMVIX holdings, GMVIX sectors, or GMVIX dividends.

GMVIX can be compared against other funds. Use GMVIX overlap to find shared positions, or GMVIX vs another fund for a side-by-side view. GMVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.