Morningstar

Glenmede Quant US Small Cap Equity GQSCX

Morningstar Medalist Rating
Medalist Rating as of | See Glenmede Investment Hub
  • NAV / 1-Day Return 15.91  /  +0.76 %
  • Total Assets 2.3 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.56%
  • Turnover 85%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis GQSCX

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

  • People Pillar

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

Glenmede Quant US Small Cap Equity’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GQSCX

More GQSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Abercrombie & Fitch Co Class A

2.52 52,107
Consumer Cyclical

Teekay Tankers Ltd Class A

1.90 39,359
Energy

Sterling Infrastructure Inc

1.68 34,792
Industrials

Q2 Holdings Inc

1.45 30,105
Technology

Stride Inc

1.28 26,438
Consumer Defensive

CareDx Inc

1.21 25,096
Healthcare

Tri Pointe Homes Inc

1.13 23,430
Consumer Cyclical

Commercial Metals Co

1.12 23,096
Basic Materials

Interface Inc

1.10 22,754
Industrials

Adtalem Global Education Inc

1.03 21,282
Consumer Defensive

Sponsor Center