About GTCEX
Glenmede Strategic Equity Portfolio is an actively managed mutual fund designed to achieve maximum long-term total return while maintaining reasonable risk to principal. The portfolio primarily invests in large-cap U.S. equities, focusing on well-managed companies with robust business models and sustainable growth potential. The strategy integrates quantitative analysis with fundamental, bottom-up research to identify high-quality businesses trading at attractive valuations. Diversification is a key attribute, with holdings spread across various sectors, including technology, financial services, consumer cyclical, and healthcare. The fund typically maintains a concentrated portfolio of around 40 to 45 stocks, featuring large and influential names such as Alphabet Inc., Microsoft, Apple, and Mastercard. Classified as a large blend fund, Glenmede Strategic Equity Portfolio aims to mirror the risk and return profile of the overall U.S. stock market, while leveraging active management to potentially outperform broad benchmarks over economic cycles. Environmental, social, and governance (ESG) factors are also considered within its investment process, contributing to its very low portfolio carbon risk. The fund is structured to appeal to investors seeking a balance between growth opportunities and risk control through diversified, actively selected U.S. equities.
Fund Family Glenmede
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol GTCEX
Index Dow Jones Industrial Daily Reinvested Avg TR
GTCEX had a total return of 13.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.71%.
