Morningstar

Glenmede SMID Core Equity Portfolio Advisor Shares GWILX

Morningstar Medalist Rating
Medalist Rating as of | See Glenmede Investment Hub
  • NAV / 1-Day Return 8.68  /  +0.81 %
  • Total Assets 3.4M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.26%
  • Turnover 132%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

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 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MGM Resorts International

5.04 181,582
Consumer Cyclical

World Kinect Corp

4.87 175,570
Energy

InvenTrust Properties Corp

4.77 171,867
Real Estate

Minerals Technologies Inc

4.66 167,912
Basic Materials

Owens-Corning Inc

4.63 166,908
Industrials

Catalyst Pharmaceuticals Inc

4.58 164,882
Healthcare

YETI Holdings Inc

4.33 155,965
Consumer Cyclical

Truist Financial Corp

4.28 154,342
Financial Services

EMCOR Group Inc

4.10 147,719
Industrials

Henry Schein Inc

4.07 146,745
Healthcare

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