About GQSCX
The Glenmede Fund, Inc. Quantitative U.S. Small Cap Equity Portfolio is a mutual fund that seeks maximum long-term total return consistent with reasonable risk to principal by investing primarily in U.S. small-cap common stocks. It employs a disciplined, proprietary multi-factor quantitative model for stock selection across various sectors, integrating top-down and bottom-up analysis, downside risk screens, and industry indicators. The portfolio typically holds around 130 stocks from economically U.S.-tied small companies, with a focus on growth and income. Its expense ratio stands at 0.85%, positioning it in the lower cost tier among its peers. The fund's investment strategy balances favorable valuation and risk metrics, aiming to outperform the Russell 2000 Index, a key benchmark for small-cap equities. Its diversified holdings span sectors such as consumer cyclical, technology, healthcare, and industrials, reflecting a comprehensive approach to small-cap equity exposure. Established in 2017, this fund serves investors seeking disciplined, quantitative exposure to the U.S. small-cap equity market segment while maintaining attention to risk management and cost efficiency.
Fund Family Glenmede
Category Small Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GQSCX
Index Russell 2000 TR
GQSCX had a total return of 19.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.57%.
