GLOBALT Large Cap Core Growth (S:0P00017MPN)
229.35
-10.74
(-4.47%)
USD |
Mar 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 15, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple, Inc. | 8.52% | 258.86 | -0.13% |
| Alphabet, Inc. | 7.51% | 332.75 | 3.56% |
| Microsoft Corp. | 6.92% | 392.18 | 2.03% |
| Broadcom Inc. | 6.38% | 380.73 | 0.26% |
| NVIDIA Corp. | 6.05% | 196.47 | 3.78% |
| Amazon.com, Inc. | 5.81% | 249.17 | 3.87% |
| Meta Platforms, Inc. | 3.81% | 662.64 | 4.43% |
| APA Corp. | 2.20% | 37.04 | -6.22% |
| Tesla, Inc. | 2.10% | 364.23 | 3.35% |
| Visa, Inc. | 2.00% | 311.33 | 0.63% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |