GWILX Mutual Fund

GWILX Mutual Fund (SMID Core Equity Portfolio) is managed by Glenmede Funds with $19.5M in net assets. GWILX expense ratio is 0.85%, holding 25 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2015-12-22.

GWILX performance shows a YTD return of 3.97%. The 1-year return is 9.18% and the 5-year return is 5.54%. GWILX dividend yield stands at 90.06%, paid quarterly.

GWILX top holdings include Wesco International Inc (5.7%), Globus Medical, Inc. (class A) (4.8%), Minerals Technologies Inc. (4.8%), Truist Financial Corp. (4.7%), Zoom Communications Inc (4.6%). Go to all GWILX holdings, GWILX sectors, or GWILX dividends.

GWILX can be compared against other funds. Use GWILX overlap to find shared positions, or GWILX vs another fund for a side-by-side view. GWILX alternatives are available via the screener, along with tax-loss harvesting opportunities.