GMVRX Mutual Fund

GMVRX Mutual Fund (Goldman Sachs Small/Mid Cap Value Fund Class R) is managed by Goldman Sachs Asset Management with $64,086.17 in net assets. GMVRX expense ratio is 1.42%, holding 98 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2014-01-31.

GMVRX performance shows a YTD return of 16.39%. The 1-year return is 23.05% and the 5-year return is 6.65%. GMVRX dividend yield stands at 5.06%, paid annually.

GMVRX top holdings include Macom Technology Solutions Holdings, Inc. (2.5%), Nvent Electric Pl (1.8%), East West Bancorp, Inc. (1.7%), Mks Instruments Inc (1.7%), Spx Corp (1.7%). Go to all GMVRX holdings, GMVRX sectors, or GMVRX dividends.

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