Morningstar

Glenmede Women in Leadership US Eq GWILX

Morningstar Medalist Rating
Medalist Rating as of | See Glenmede Investment Hub
  • NAV / 1-Day Return 17.28  /  +0.06 %
  • Total Assets 22.1 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 Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.87%
  • Turnover 83%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 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 Process Pillar and People 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.

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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

Qualcomm Inc

3.44 712,467
Technology

Hewlett Packard Enterprise Co

3.11 644,161
Technology

Trane Technologies PLC Class A

2.96 612,468
Industrials

nVent Electric PLC

2.91 601,312
Industrials

Arista Networks Inc

2.74 566,025
Technology

eBay Inc

2.61 539,188
Consumer Cyclical

Autodesk Inc

2.59 536,966
Technology

Vertex Pharmaceuticals Inc

2.55 527,779
Healthcare

Applied Materials Inc

2.52 520,830
Technology

Elevance Health Inc

2.51 519,644
Healthcare

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