GuideMark Large Cap Core Fund (GMLGX) Research

Under typical conditions, this fund commits a minimum of 80% of its total assets to equity holdings in substantial, large-capitalization enterprises. These are defined by the sub-advisor as companies whose market valuations, at the point of purchase, align with the range of businesses comprising the Russell 1000® Index. Additionally, the fund may strategically employ financial derivatives, including futures, forwards, and comparable instruments, to convert available cash reserves into market exposure and access relevant stock markets.

Market snapshot

Symbol
GMLGX
Price
$33.82
Day change
+0.88%
Market cap
$593.7M
52-week range
29.21-37.89
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Alger Focus Equity Fund (ALZFX)
  • John Hancock Financial Opportunities Fund (BTO)
  • Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSIX)
  • Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSSX)
  • LSV Small Cap Value Fund (LVAQX)
  • Nuveen Dynamic Municipal Opportunities Fund (NDMO)
  • John Hancock Premium Dividend Fund (PDT)
  • RMB Mendon Financial Services Fund (RMBKX)

Open GuideMark Large Cap Core Fund (GMLGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.