About GMLGX
GuideMark Large Cap Core Fund Service Shares is a mutual fund designed to deliver long-term capital appreciation by investing primarily in large-cap U.S. equities. The fund typically allocates at least 80% of its assets to securities of substantial, established companies, focusing on a blend of growth and value stocks across major U.S. sectors. Its portfolio is diversified, with significant holdings in leading technology firms such as Apple, NVIDIA, and Microsoft, as well as consumer, communication services, and financial companies, reflecting its large blend investment style. Notably, the fund holds over 600 securities, with its top ten comprising roughly a third of total assets, ensuring broad exposure to the market.
The fund maintains an expense ratio that is higher than the category average, and features no minimum initial investment requirement for its service shares. GuideMark Large Cap Core Fund Service Shares plays a role in offering investors exposure to the performance of prominent U.S. corporations, making it relevant for those seeking diversified access to large-cap equities within their investment portfolios. Its approach is benchmarked against indices such as the S&P 500 and Russell 3000, aligning its strategy with the broader U.S. equity market.
Fund Family GuideMark
Category Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GMLGX
Share Class Service Shares
Index Russell 1000 TR USD
GMLGX had a total return of 18.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.77%.
