GuideMark Small/Mid Cap Core Fund Service Shares (GMSMX)

Overview

The fund mentioned operates with a strategic focus on investing primarily in the securities of small-to-medium capitalization companies. These companies are defined based on their market capitalization, with the fund specifically targeting those whose market caps fall within the range of the Russell 2500TM Index at the time of purchase. This investment strategy indicates a specialization in a segment of the market that can offer unique growth opportunities but might also come with increased volatility and risk compared to investments in larger, more established companies. The fund's dedication to investing at least 80% of its assets in this segment underscores a strong commitment to capitalizing on the potential of small-to-medium cap companies.

Products and Services

• Small-to-Medium Cap Equity Investments

  This product centers on investing in equity securities of small-to-medium capitalization companies whose market caps align with the ranges defined by the Russell 2500TM Index. The aim is to capture the growth potential of these entities, which are often in their developmental or expansion phases. Investment decisions are made by considering various factors such as the company's financial health, market position, and potential for growth, with the underlying assumption that smaller companies, though riskier, can yield higher returns over time compared to larger, more established firms.