Glenmede Small Cap Equity Adv One Liberty Place 1650 Market Street Ste 1200 Philadelphia PA 19103 Map
Phone: 800-442-8299
| Category: | Small Blend | | Fund Family: | Glenmede | | Net Assets: | 104.58M | | Year-to-Date Return: | 19.19% | | Yield: | 0.44% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-91 |
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Robert J. Mancuso
Lead Manager since
27-Feb-96 | | | Mancuso is a vice president with Glenmede Trust Company, his employment since 1992. Previously, he spent 15 years with Penn Mutual Life Insurance Company, where he served as a portfolio manager. Mancuso says he seeks growth at an inexpensive valuation. Mancuso holds the Chartered Financial Analyst designation since 1986. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term appreciation consistent with reasonable risk to principal. The fund normally invests at least 80% of assets in equities issued by U.S. small cap companies. The advisor selects investments based on P/E ratios, price/cash-flow ratios, reinvestment rates, dividend yields, expected growth rates, and balance-sheet quality. It may take invest in various short-term instruments, such as money market securities, U.S. Government securities and repurchase agreements. |
| Last Dividend
(1-Apr-09):
| 0.01 | | Last Cap Gain
(24-Oct-07):
| 2.35 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 92.45% |
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| Expense | GTCSX | Category Avg | | Total Expense Ratio: | 0.97%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 309 | $618 | | 5 Yr Expense Projection*: |
$ 536 | $996 | | 10 Yr Expense Projection*: |
$ 1,190 | $2,008 |
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