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Glenmede Quant US Large Cap Value Equity (GQLVX)

13.11 -0.05 (-0.38%)
As of 8:05 AM EDT. Market Open.

Fund Summary

Under normal market circumstances, the Portfolio invests at least 80% of the value of its net assets (including borrowings for investment purposes) in common stocks of large cap companies 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 or FTSE Russell.

Glenmede Quant US Large Cap Value Equity

Philadelphia PA 19103
One Liberty Place, 1650 Market Street Ste 1200

Fund Overview

Category Large Value
Fund Family Glenmede
Net Assets 1.92M
YTD Return 4.64%
Yield 1.73%
Morningstar Rating
Inception Date Nov 13, 2017

Fund Operations

Last Dividend 0.05
Last Cap Gain 11.00
Holdings Turnover 81.00%
Average for Category --

Fees & Expenses

Expense GQLVX Category Average
Annual Report Expense Ratio (net) 0.85% 0.90%
Prospectus Net Expense Ratio 0.85% --
Prospectus Gross Expense Ratio 2.85% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Alexander R. Atanasiu, Lead Manager since November 13, 2017
Alexander R. Atanasiu, CFA, is a Portfolio Manager for Glenmede Investment Management LP (GIM). Mr. Atanasiu’s responsibilities include Glenmede’s proprietary stock ranking screening tools, multi-factor stock optimizations, leading indicator analysis, and development of quantitative analytical tools for analysts and portfolio managers. He also provides support for the management of several Glenmede quantitatively-based equity strategies, including long/short funds. Mr. Atanasiu joined Glenmede in 2005. He holds dual degrees in engineering and physics from Swarthmore College and received his M.B.A. with distinction from New York University’s Stern School of Business, with concentrations in quantitative finance and business analytics. He received the Chartered Financial Analyst® designation in 2009. In addition to his research, analytical and investment experience, Mr. Atanasiu is an accomplished cellist. He has appeared as a soloist with orchestras in Europe and received first prize for cello at the 2000 Anemos International Competition in Rome.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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