About GQSIX
Glenmede Disciplined U.S. Small Cap Equity Portfolio Institutional Shares is a mutual fund designed to pursue long-term total return while carefully managing risk to principal. The fund primarily invests at least 80% of its assets in common stocks of small-cap companies that are closely tied to the U.S. economy. Leveraging proprietary multi-factor computer models, the portfolio managers systematically select stocks deemed undervalued based on factors such as price-to-earnings ratios, cash flow, assets, and material ESG (environmental, social, and governance) criteria. Developed by Glenmede, the strategy employs unique stock ranking models for each sector, incorporates downside risk screens, and utilizes leading industry group indicators to maintain a disciplined approach. With a focus on diversified exposure across sectors like consumer cyclical, energy, industrials, technology, healthcare, and more, this portfolio aims to capture potential growth in the U.S. small-cap segment, supporting investors seeking long-term return within a strategically managed risk framework.
Fund Family Glenmede
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GQSIX
Share Class - Institutional Shares
