Morningstar

Glenmede Disciplined U.S. Equity Income Portfolio GQLVX

Morningstar Medalist Rating
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Medalist Rating as of See Glenmede Investment Hub
  • NAV / 1-Day Return $15.96  /  −0.56 %
  • Fund Size $2.9M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.39%
  • Turnover Ratio 86%
NAV and 1-Day Return as of

Morningstar’s Analysis GQLVX

Will GQLVX outperform in the 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 GQLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Glenmede Disciplined U.S. Equity Inc Ptf holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings GQLVX

More GQLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co

3.54 95,963
Technology

Cognizant Technology Solutions Corp Class A

2.56 69,273
Technology

HP Inc

2.55 69,035
Technology

Regeneron Pharmaceuticals Inc

2.43 65,969
Healthcare

TechnipFMC PLC

2.39 64,796
Energy

Bristol-Myers Squibb Co

2.39 64,646
Healthcare

Pfizer Inc

2.31 62,687
Healthcare

eBay Inc

2.24 60,661
Consumer Cyclical

U.S. Bancorp

2.23 60,532
Financial Services

Microsoft Corp

2.21 60,009
Technology

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