Morningstar

Glenmede SMID Core Equity Portfolio Advisor Shares GWILX

Morningstar Medalist Rating
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Medalist Rating as of See Glenmede Investment Hub
  • NAV / 1-Day Return $8.94  /  +0.79 %
  • Fund Size $3.5M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.26%
  • Turnover Ratio 132%
NAV and 1-Day Return as of

Morningstar’s Analysis GWILX

Will GWILX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GWILX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GWILX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GWILX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Glenmede SMID Core Equity Advisor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GWILX

More GWILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc Class A

6.19 210,156
Technology

World Kinect Corp

5.44 184,731
Energy

Dynatrace Inc Ordinary Shares

5.40 183,440
Technology

CACI International Inc Class A

4.57 155,323
Technology

Minerals Technologies Inc

4.31 146,300
Basic Materials

Henry Schein Inc

4.28 145,436
Healthcare

InvenTrust Properties Corp

4.25 144,298
Real Estate

Zoom Communications Inc

4.23 143,870
Technology

WESCO International Inc

4.19 142,398
Industrials

Truist Financial Corp

4.16 141,400
Financial Services

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