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Morningstar

Glenmede Women in Leadership US Eq GWILX

Morningstar Medalist Rating
Medalist Rating as of | See Glenmede Investment Hub
  • NAV / 1-Day Return 15.80  /  +0.89 %
  • Total Assets 20.7 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.94%
  • Turnover 83%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis GWILX

Will GWILX outperform in 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.

Glenmede Women in Leadership US Eq's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

nVent Electric PLC

3.31 736,884
Industrials

Trane Technologies PLC Class A

3.30 733,389
Industrials

Booking Holdings Inc

3.28 729,204
Consumer Cyclical

Meta Platforms Inc Class A

2.89 642,422
Communication Services

Qualcomm Inc

2.80 622,516
Technology

Autodesk Inc

2.54 565,111
Technology

Cisco Systems Inc

2.53 563,384
Technology

CME Group Inc Class A

2.47 548,990
Financial Services

Hewlett Packard Enterprise Co

2.42 539,488
Technology

TJX Companies Inc

2.42 538,033
Consumer Cyclical