Morningstar

Glenmede Disciplined U.S. Equity Portfolio Institutional Shares GTLIX

Morningstar Medalist Rating
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Medalist Rating as of See Glenmede Investment Hub
  • NAV / 1-Day Return $24.98  /  −0.52 %
  • Fund Size $451.9M
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.660%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.56%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis GTLIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Glenmede Disciplined US Eq Ptf InstlShrs 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 GTLIX

More GTLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intel Corp

2.45 11M
Technology

Twilio Inc Class A

2.33 11M
Technology

Hewlett Packard Enterprise Co

2.33 10M
Technology

Micron Technology Inc

2.09 9M
Technology

Arista Networks Inc

2.05 9M
Technology

Okta Inc Class A

1.96 9M
Technology

F5 Inc

1.90 9M
Technology

Corpay Inc

1.88 8M
Technology

Marvell Technology Inc

1.75 8M
Technology

Everpure Inc Class A

1.74 8M
Technology

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