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Goldman Sachs Mid Cap Value Fund Institutional Shares: (MF: GSMCX)

(NASDAQ Mutual Funds) As of Jul 25, 2025 08:00 PM ET

$38.94 USD

+0.26 (0.67%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 2.21 78
3 months 6.71 68
6 months 2.21 78
1 Year 10.61 65
3 Year 11.31 79
5 Year 14.35 43
10 Year 8.29 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 135.65
Bear Market (10/07 - 2/09) -48.58
Bull Market (2/09 - 3/21) 633.38

Load Adjusted Returns as of Jun 30, 2025

1 Year 10.61
5 Year 14.35
10 Year 8.29
Since Inception 10.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.21 6.71 NA NA
2024 7.92 -4.43 8.75 -0.49
2023 0.06 5.39 -6.27 13.78
2022 -3.20 -13.81 -2.51 10.27
2021 10.74 5.70 2.54 9.05
2020 -29.86 19.47 7.25 21.03

Annual Return

20252024202320222021202020192018201720162015
% Total Return 2.2111.6012.46-10.3130.908.7732.01-10.4811.1513.29-9.12
% Total Return Rel to Index -3.98-13.41-13.787.882.21-9.620.52-6.09-10.641.35-10.51
% Total Return Rel to Peer -2.92-7.78-10.539.388.84-11.133.58-3.62-9.525.47-7.52
% Perf Quintile vs Peer* 0.000.005.002.001.004.002.004.005.002.005.00
% Dividends 0.000.390.310.290.250.250.340.260.340.550.25
% Yield 0.000.950.990.760.490.650.900.800.811.400.65
Capital Gains ($) 0.002.341.404.286.830.000.844.715.260.004.34
Expense Ratio 0.840.840.840.830.840.860.840.830.770.750.74

* 1 = Top 20%, 5 = Bottom 20%