SMID Core Equity PortfolioGWTLX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$3.7M
Expense ratio
0.65%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
25
What it aims to do.
Long-term capital appreciation consistent with reasonable risk to principal.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WCC WESCO International Inc | 5.68% |
| GMED Globus Medical Inc | 4.80% |
| MTX Minerals Technologies Inc | 4.79% |
| TFC Truist Financial Corp | 4.68% |
| ZM Zoom Communications Inc | 4.58% |
| EME EMCOR Group Inc | 4.57% |
| IVT InvenTrust Properties Corp | 4.57% |
| MGM MGM Resorts International | 4.34% |
| Catalyst Pharmaceuticals Inc | 4.33% |
| WKC World Kinect Corp | 4.21% |
More on GWTLX.
- GWTLX overview
- GWTLX holdings
- GWTLX risk
- GWTLX costs
- GWTLX money in and out
- GWTLX share classes
- Compare GWTLX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.