Morningstar

Glenmede Disciplined U.S. Equity Portfolio GTLOX

Morningstar Medalist Rating
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Medalist Rating as of See Glenmede Investment Hub
  • NAV / 1-Day Return $25.00  /  −0.48 %
  • Fund Size $451.9M
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.40%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis GTLOX

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

  • People Pillar

    The People Pillar is our evaluation of the GTLOX 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 GTLOX’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 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 GTLOX

More GTLOX 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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