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Morningstar

Glenmede Small Cap Equity Instl GTSCX

Morningstar Medalist Rating
Medalist Rating as of | See Glenmede Investment Hub
  • NAV / 1-Day Return 37.40  /  +1.63 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • 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 0.54%
  • Turnover 20%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GTSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings GTSCX

More GTSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CommVault Systems Inc

2.06 25.3 Mil
Technology

CNX Resources Corp

1.82 22.3 Mil
Energy

Valvoline Inc

1.76 21.6 Mil
Consumer Cyclical

Evercore Inc Class A

1.71 21.0 Mil
Financial Services

Kontoor Brands Inc

1.60 19.6 Mil
Consumer Cyclical

CACI International Inc Class A

1.60 19.6 Mil
Technology

Verra Mobility Corp Class A

1.58 19.3 Mil
Industrials

HealthEquity Inc

1.54 18.9 Mil
Healthcare

Dycom Industries Inc

1.52 18.7 Mil
Industrials

Beacon Roofing Supply Inc Class A

1.48 18.1 Mil
Industrials