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Morningstar

Glenmede Responsible ESG US Equity RESGX

Morningstar Medalist Rating
Medalist Rating as of | See Glenmede Investment Hub
  • NAV / 1-Day Return 16.30  /  −1.09 %
  • Total Assets 24.2 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.79%
  • Turnover 87%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 10:25 PM GMT+0

Morningstar’s Analysis RESGX

Will RESGX 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 RESGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RESGX 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 RESGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Glenmede Responsible ESG US Equity's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RESGX

More RESGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

2.45 625,658
Energy

Toll Brothers Inc

2.45 625,245
Consumer Cyclical

Elevance Health Inc

2.34 597,358
Healthcare

Dick's Sporting Goods Inc

2.25 575,417
Consumer Cyclical

Booking Holdings Inc

2.23 569,577
Consumer Cyclical

General Mills Inc

2.05 524,845
Consumer Defensive

Ferguson PLC

2.02 515,276
Industrials

NXP Semiconductors NV

2.01 513,132
Technology

Amgen Inc

1.95 498,697
Healthcare

The Cigna Group

1.81 463,430
Healthcare