Glenmede Women in Leadership US Eq (GWILX) Research

This portfolio employs a quantitative methodology to identify investment opportunities. Under typical market conditions, it commits a substantial portion—at least 80% of its total assets (including funds borrowed for investment purposes)—to equity holdings. These holdings are specifically in large-capitalization companies based in the United States that meet the fund's "Women in Leadership" criteria. This means the portfolio targets firms actively demonstrating a commitment to advancing women through robust gender diversity on their corporate boards or within their management teams, alongside the implementation of gender-equitable corporate policies.

Market snapshot

Symbol
GWILX
Price
$8.67
Day change
+0.70%
Market cap
$5.3M
52-week range
7.88-17.13
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Cullen Small Cap Value Fund Retail Class (CUSRX)
  • Innovator Emerging Markets 10 Buffer ETF (EBUF)
  • Ashmore Emerging Markets Active Equity Fund - Class A (EMQAX)
  • Ashmore Emerging Markets Active Equity Fund - Institutional Class (EMQIX)
  • First Trust/Confluence Small Cap Value Fund (FOVAX)
  • Hennessy Balanced Fund Investor Class (HBFBX)
  • Hennessy Energy Transition Fund Investor Class (HNRGX)
  • iShares S&P 500 3% Capped ETF (TOPC)

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