Morningstar

Glenmede Disciplined U.S. Growth Equity Portfolio Institutional Shares GTILX

Morningstar Medalist Rating
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Medalist Rating as of See Glenmede Investment Hub
  • NAV / 1-Day Return $34.20  /  −0.35 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 41%
NAV and 1-Day Return as of

Morningstar’s Analysis GTILX

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

  • People Pillar

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

Sensible but constrained.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Glenmede Disciplined US Growth Equity—which includes a mutual fund, model portfolio, and separately managed accounts—offers a thoughtful and fundamentally grounded quantitative approach, but structural constraints restrict its ability to keep pace with its benchmark.

by Drew Carter
Rated on Published on

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Portfolio Holdings GTILX

More GTILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
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