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Morningstar

Glenmede Small Cap Equity Instl GTSCX

Morningstar Medalist Rating
Medalist Rating as of | See Glenmede Investment Hub
  • NAV / 1-Day Return 32.68  /  −0.76 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10.0 Mil
  • Status Open
  • TTM Yield 0.65%
  • Turnover 20%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis GTSCX

Will GTSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GTSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GTSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GTSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Glenmede Small Cap Equity Instl earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings GTSCX

More GTSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.90 36.9 Mil
Cash and Equivalents

Boise Cascade Co

2.08 26.5 Mil
Basic Materials

Beacon Roofing Supply Inc Class A

2.04 25.9 Mil
Industrials

Valvoline Inc

1.74 22.1 Mil
Energy

CNX Resources Corp

1.70 21.6 Mil
Energy

CommVault Systems Inc

1.65 20.9 Mil
Technology

EMCOR Group Inc

1.64 20.9 Mil
Industrials

Evercore Inc Class A

1.52 19.3 Mil
Financial Services

Prestige Consumer Healthcare Inc

1.49 18.9 Mil
Healthcare

SM Energy Co

1.47 18.7 Mil
Energy