Morningstar

Glenmede Small Cap Equity Portfolio Class Advisor GTCSX

Morningstar Medalist Rating
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Medalist Rating as of See Glenmede Investment Hub
  • NAV / 1-Day Return $34.82  /  +0.17 %
  • Fund Size $938.9M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.35%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis GTCSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Glenmede Small Cap Equity Adv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GTCSX

More GTCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Neogen Corp

2.04 18M
Healthcare

Everforth Inc

1.95 18M
Technology

NeoGenomics Inc

1.94 17M
Healthcare

Haemonetics Corp

1.94 17M
Healthcare

CACI International Inc Class A

1.93 17M
Technology

Arcosa Inc

1.92 17M
Industrials

Marex Group Ltd

1.72 15M
Financial Services

Five9 Inc

1.71 15M
Technology

Cathay General Bancorp

1.67 15M
Financial Services

SM Energy Co

1.62 15M
Energy

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