GEQIX – Glenmede Equity Income Investment Strategy | Morningstar

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Strategy

The investment seeks a high level of current income and long-term growth of capital consistent with reasonable risk to principal. Using factor-based analysis, under normal market circumstances, the Portfolio invests at least 80% of the value of its net assets (including borrowings for investment purposes) in income-producing common stocks of large cap companies tied economically to the U.S. It primarily invests in U.S. large cap companies with market capitalizations, at the time of purchase, within the range of any stock in either the Russell 1000® Index or the S&P 900® Index, and that have a dividend yield above the S&P 500® Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GEQIX	Glenmede Equity Income Portfolio	No Load	Open			Dec 21, 2016	$13.25M	0.850%	Average	$0	−$2.80M

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