Glenmede Large Cap Value One Liberty Place 1650 Market Street Ste 1200 Philadelphia PA 19103 Map
Phone: 800-442-8299
| Category: | Large Value | | Fund Family: | Glenmede | | Net Assets: | 37.47M | | Year-to-Date Return: | 23.22% | | Yield: | 1.70% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-93 |
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Wade Wescott
Lead Manager since
12-Mar-08 | | | Wescott is a portfolio manager for Glenmede Investment Management LP, his employer since 2006. Prior to joining Glenmede, Wescott was a research analyst at Delaware Investments. He was previously a senior research analyst at Gartmore Global Investments. Prior to that, he served as a portfolio manager for Blackrock Inc. |
| 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 total return consistent with reasonable risk. The fund normally invests 80% of assets in equity securities such as common stocks, including dividend-paying common stocks, and preferred stocks, of primarily U.S. large cap companies. The advisor actively manages the portfolio based on an ongoing analysis of economic, financial, and market developments. The fund may also invest without limit in ADRs. |
| Last Dividend
(7-Oct-09):
| 0.02 | | Last Cap Gain
(24-Oct-07):
| 1.25 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 67.10% |
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| Expense | GTMEX | Category Avg | | Total Expense Ratio: | 0.97%
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 309 | $635 | | 5 Yr Expense Projection*: |
$ 536 | $963 | | 10 Yr Expense Projection*: |
$ 1,190 | $1,849 |
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