Morningstar

GuideMark® Small/Mid Cap Core Fund RS Shares GSMRX

Medalist Rating as of Aug 31, 2026 See AssetMark Investment Hub

Strategy

The investment seeks capital appreciation over the long term. Under normal circumstances, the fund invests at least 80% of its assets in the securities of small-to-medium capitalization companies. The sub-advisor considers "small-to-medium capitalization companies" to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 2500TM Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GMSMX	GuideMark® Small/Mid Cap Core Fund Service Shares	No Load	Open			Jun 29, 2001	$90.01M	1.150%	Average	$0	−$21.91M
GSMRX	GuideMark® Small/Mid Cap Core Fund RS Shares	No Load	Open			Mar 13, 2026	$22.00M	1.930%	High	$0	—

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