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Glenmede Small Cap Equity Instl GTSCX

Medalist Rating as of | See Glenmede Investment Hub
  • NAV / 1-Day Return 34.05  /  −0.84 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10.0 Mil
  • Status Open
  • TTM Yield 0.69%
  • Turnover 20%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 PM GMT+0

Morningstar’s Analysis GTSCX

Will GTSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Glenmede Small Cap Equity Instl earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings GTSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Beacon Roofing Supply Inc Class A

1.93 21.3 Mil
Industrials

Boise Cascade Co

1.88 20.7 Mil
Basic Materials

Western Alliance Bancorp

1.58 17.4 Mil
Financial Services

Foot Locker Inc

1.58 17.4 Mil
Consumer Cyclical

Valvoline Inc

1.57 17.3 Mil
Energy

Kontoor Brands Inc

1.55 17.0 Mil
Consumer Cyclical

CNX Resources Corp

1.54 16.9 Mil
Energy

WESCO International Inc

1.53 16.8 Mil
Industrials

Cathay General Bancorp

1.51 16.6 Mil
Financial Services

F N B Corp

1.51 16.6 Mil
Financial Services