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GWILX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$16.83
Change
+$0.04 (+0.24%)
Net Assets
7.77M

GWILX Glenmede SMID Core Equity Advisor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation consistent with reasonable risk to principal... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Meta Platforms (NASDAQ:META), Cisco Systems (NASDAQ:CSCO), Booking Holdings (NASDAQ:BKNG), TJX Companies (NYSE:TJX), Applied Materials (NASDAQ:AMAT), CME Group (NASDAQ:CME), Autodesk (NASDAQ:ADSK), Hewlett Packard Enterprise Company (NYSE:HPE).

Industry description

The investment seeks long-term capital appreciation consistent with reasonable risk to principal. Under normal market circumstances, the portfolio invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks and preferred stocks, of U.S. small and medium (“SMID”) cap companies that Glenmede Investment Management LP (the “Advisor”) believes are undervalued.

Market Cap

The average market capitalization across the Glenmede SMID Core Equity Advisor MF is 291.98B. The market cap for tickers in the group ranges from 14.94B to 1.89T. META holds the highest valuation in this group at 1.89T. The lowest valued company is NVT at 14.94B.

Volume

The average weekly volume growth across all stocks in the Glenmede SMID Core Equity Advisor MF was 17%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 54
P/E Growth Rating: 31
Price Growth Rating: 41
SMR Rating: 34
Profit Risk Rating: 28
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Glenmede Fund IncOne Liberty Place, 1650 Market Street Ste 1200Philadelphia
Phone
N/A
Web
www.glenmede.com
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GWILX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GWILX has been closely correlated with FFFMX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if GWILX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GWILX
1D Price
Change %
GWILX100%
+0.24%
FFFMX - GWILX
85%
Closely correlated
N/A
RMEBX - GWILX
85%
Closely correlated
N/A
RMFEX - GWILX
85%
Closely correlated
+0.10%
RMFCX - GWILX
85%
Closely correlated
+0.12%
FFMMX - GWILX
84%
Closely correlated
+0.11%
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