GuideMark Large Cap Core Fund Service Shares (GMLGX)

Overview

The underlying fund primarily focuses on investing in large capitalization companies, adhering to a strict policy where at least 80% of its assets are allocated to securities within this category. By definition, large capitalization companies are those with market capitalizations that align with the ranges observed in the Russell 1000® Index at the time of purchase. This approach positions the fund to potentially capitalize on the stability and growth prospects of established companies in the market. Additionally, the fund employs derivatives such as futures, forwards, and similar instruments. This strategy is not only for hedging purposes but also to equitize cash balances, thereby gaining exposure to equity markets efficiently. This dual approach of direct investment in large caps and strategic use of derivatives is designed to optimize returns for investors while managing risks associated with market volatility.

Products and Services

The fund offers a focused suite of investment products and services designed for investors looking to benefit from the growth potential of large capitalization companies:

• Large Capitalization Company Securities

  Investments in securities of large capitalization companies, identified based on the Russell 1000® Index market capitalization range. This service targets companies that potentially offer stable growth and are market leaders in their respective industries.

• Derivatives Utilization

  A strategic investment in derivatives such as futures and forwards. This approach is intended to equitize cash balances, providing investors with exposure to equity markets without the need to directly invest in stocks. It also allows for efficient portfolio management and can serve as a tool for risk management, leveraging the derivatives market.