Advertisement
Skip to Content
Morningstar

Glenmede Small Cap Equity Instl GTSCX

Morningstar Analyst Rating
Quantitative rating as of | See Glenmede Investment Hub
  • NAV / 1-Day Return 35.08  /  0.60 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.720%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield 0.53%
  • Turnover 28%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 10:59 PM GMT+00:00

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.

Summary

|

An incline in People Pillar rating is the primary driver of Glenmede Small Cap Equity Instl's upgrade to a Morningstar Quantitative Rating of Silver from Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor