GTSOX – Glenmede Secured Options Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation and option premiums consistent with reasonable risk to principal. Under normal market circumstances, at least 80% of the value of the Portfolio's total assets (including borrowings for investment purposes) will be subject to secured option strategies, which are written covered call and/or secured put options on stock index ETFs, stock indices and/or individual stocks held by the Portfolio.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GTSOX	Glenmede Secured Options Portfolio	No Load	Open			Jun 30, 2010	$37.01M	0.860%	Low	$0	−$2.38M
GLSOX	Glenmede Secured Options Portfolio Institutional Class	Institutional	Open			Nov 9, 2016	$205.38M	0.660%	Low	$500,000	−$190.07M

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