Glenmede Women in Leadership US Eq
GWILX
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- Glenmede SMID Core Equity Portfolio Advisor Shares (GWILX), a mutual fund within The Glenmede Fund, Inc. managed by Glenmede Investment Management LP, seeks long-term capital appreciation consistent with reasonable risk to principal by investing primarily in equity securities of undervalued U.S. small- and medium-cap (SMID) companies. The portfolio targets companies with market capitalizations within the range of the Russell 2500 Index to the Russell Midcap Index, employing a proprietary multi-factor quantitative model combined with fundamental research to select stocks exhibiting revenue and earnings growth potential at reasonable valuations; it considers material environmental, social, and governance (ESG) criteria in investment decisions and maintains a typically fully invested portfolio of 60-80 holdings with sector constraints of +/-3% versus the Russell 3000 Index benchmark. Advisor Shares (GWILX) incur net annual operating expenses of 0.85% after fee waivers, while Institutional Shares (GWTLX) are available at 0.65% net expenses with a $10 million minimum investment. The fund offers shares through platforms including separately managed accounts, brokerage intermediaries, and direct channels via Glenmede Trust Company, N.A., targeting institutional investors, financial advisors, and high-net-worth clients seeking exposure to SMID-cap value equities. Launched on December 22, 2015, and headquartered at 1650 Market Street, Suite 1200, Philadelphia, Pennsylvania, the fund operated as the Glenmede Women in Leadership U.S. Equity Portfolio until September 2, 2025, when it underwent a significant repositioning that broadened its investment universe from Russell 1000/S&P 500 large-cap stocks with elevated female leadership representation (such as female CEOs, chairwomen, or at least 33% women on boards/senior management) to a value-oriented SMID-cap strategy, accompanied by a change in benchmark from Russell 1000 to Russell 3000 Index, new portfolio managers (Jordan Irving and Matthew Shannon), and expectations of elevated portfolio turnover during the transition.