About GMWEX
GuideMark World ex-US Fund Service Shares is a mutual fund that primarily targets international equity investments outside the United States. The fund seeks long-term capital appreciation by allocating at least 80% of its assets to equity securities from companies across various sizes and sectors, all headquartered outside the US. Classified within the 'Foreign Large Blend' category, it provides broad geographic and sector diversification, with significant exposure to industries such as healthcare, technology, consumer defensive, financial services, and communication services. Notable holdings include global leaders like Novo Nordisk, ASML Holding, AstraZeneca, and Nestlé. The fund typically holds hundreds of positions, spreading risk across developed markets outside the US. Its underlying benchmark is the MSCI World ex USA Index, and it is structured as a no-load fund with a relatively high expense ratio. GuideMark World ex-US Fund Service Shares caters to investors seeking to access non-US developed equity markets through a single, actively managed portfolio.
Fund Family GuideMark
Category Foreign Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol GMWEX
Share Class Service Shares
Index MSCI World ex USA NR USD
GMWEX had a total return of 21.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.15%.
