GWILX – Glenmede SMID Core Equity Advisor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation consistent with reasonable risk to principal. Under normal market circumstances, the portfolio invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks and preferred stocks, of U.S. small and medium (“SMID”) cap companies that Glenmede Investment Management LP (the “Advisor”) believes are undervalued.

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
GWILX	Glenmede SMID Core Equity Portfolio Advisor Shares	No Load	Open			Dec 22, 2015	$3.40M	0.850%	Below Average	$0	−$2.47M

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