GLOBALT Large Cap Core (S:0P00017MPQ)
71.14
-0.79
(-1.10%)
USD |
Nov 30 2025
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 December 26, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| NVIDIA Corp. | 8.36% | 190.98 | 1.25% |
| Microsoft Corp. | 6.90% | 487.45 | -0.12% |
| Apple, Inc. | 5.77% | 274.27 | 0.17% |
| Amazon.com, Inc. | 4.17% | 232.79 | 0.18% |
| Meta Platforms, Inc. | 3.80% | 663.50 | -0.61% |
| Alphabet, Inc. | 3.53% | 313.38 | -0.22% |
| Broadcom Inc. | 3.28% | 351.78 | 0.45% |
| Applovin Corp. | 2.87% | 720.57 | -0.95% |
| JPMorgan Chase & Co. | 2.83% | 327.09 | -0.63% |
| Robinhood Markets, Inc. | 2.74% | 119.84 | -0.50% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |