Goldman Sachs Small/Mid Cap Equity Fund Institutional Class
GSMVX
NASDAQ
| Weiss Ratings | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Goldman Sachs | |||
| Manager/Tenure (Years) | Robert G. Crystal (12), Greg Tuorto (1) | |||
| Website | http://https://am.gs.com | |||
| Fund Information | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Goldman Sachs Small/Mid Cap Equity Fund Institutional Class | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 31, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.95% | |||
| Asset Allocation | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.20% | |||
| Stock | 98.81% | |||
| U.S. Stock | 94.83% | |||
| Non-U.S. Stock | 3.98% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.68% | |||
| 30-Day Total Return | -0.36% | |||
| 60-Day Total Return | -1.33% | |||
| 90-Day Total Return | -4.04% | |||
| Year to Date Total Return | 15.37% | |||
| 1-Year Total Return | 19.23% | |||
| 2-Year Total Return | 22.24% | |||
| 3-Year Total Return | 53.28% | |||
| 5-Year Total Return | 27.58% | |||
| Price | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $19.21 | |||
| 1-Month Low NAV | $18.56 | |||
| 1-Month High NAV | $19.50 | |||
| 52-Week Low NAV | $16.47 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $20.70 | |||
| 52-Week High Price (Date) | Aug 17, 2026 | |||
| Beta / Standard Deviation | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.03 | |||
| Standard Deviation | 16.07 | |||
| Balance Sheet | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 145.12M | |||
| Operating Ratios | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.84% | |||
| Turnover Ratio | 100.00% | |||
| Performance | GSMVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 27.58% | |||
| Last Bear Market Total Return | -16.30% | |||