GSMVX Mutual Fund

GSMVX Mutual Fund (Goldman Sachs Small/Mid Cap Value Fund Institutional Class) is managed by Goldman Sachs Asset Management with $14.9M in net assets. GSMVX expense ratio is 0.84%, holding 98 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2014-01-31.

GSMVX performance shows a YTD return of 16.76%. The 1-year return is 23.80% and the 5-year return is 7.28%. GSMVX dividend yield stands at 4.92%, paid annually.

GSMVX 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 GSMVX holdings, GSMVX sectors, or GSMVX dividends.

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