Glenmede Disciplined U.S. Equity Portfolio GTLOX Strategy

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Strategy

The investment seeks maximum long-term total return consistent with reasonable risk to principal. The fund invests at least 80% of the value of its net assets in equity securities, such as common stocks, of large cap companies tied economically to the Advisor considers a company to be tied economically to the U.S. The Advisor considers a company to be tied economically to the U.S. if the company: 1) is organized under the laws of the U.S., 2) maintains its principal place of business in the U.S., 3) is traded principally in the U.S. or 4) at the time of purchase, is included in a U.S. equity index managed by S&P Global Ratings ("S&P") or FTSE Russell.

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
GTLOX
Glenmede Disciplined U.S. Equity PortfolioNo LoadOpen $405.79M0.860%Below Average$0−$58.20M
GTLIX
Glenmede Disciplined U.S. Equity Portfolio Institutional SharesInstitutionalOpen $51.53M0.660%Low$500,000$2.82M

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