Morningstar

Glenmede Total Market Plus Equity Portfolio GTTMX

Morningstar Medalist Rating
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Medalist Rating as of See Glenmede Investment Hub
  • NAV / 1-Day Return $21.60  /  +0.28 %
  • Fund Size $25.8M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 2.040%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.27%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis GTTMX

Will GTTMX outperform in the 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 GTTMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Glenmede Total Market Plus Eq Ptf holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GTTMX

More GTTMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

F5 Inc

3.16 792,420
Technology

Lam Research Corp

2.82 705,639
Technology

Incyte Corp

2.81 702,859
Healthcare

WESCO International Inc

2.68 670,635
Industrials

Westinghouse Air Brake Technologies Corp

2.63 657,929
Industrials

Applied Materials Inc

2.61 654,566
Technology

APA Corp

2.57 643,288
Energy

Alphabet Inc Class A

2.50 625,193
Communication Services

Cisco Systems Inc

2.41 604,235
Technology

NMI Holdings Inc

2.08 521,920
Financial Services

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