About GTLOX
Glenmede Disciplined U.S. Equity Portfolio is a mutual fund focused on large-cap U.S. equities, primarily targeting companies considered undervalued relative to their peers. The fund’s main objective is to achieve maximum long-term total return while maintaining a reasonable level of risk to principal. Its disciplined investment process blends quantitative models and fundamental research to identify stocks with favorable valuation, quality, earnings, and technical attributes. Glenmede employs proprietary stock ranking systems tailored to each industry sector, alongside rigorous downside risk screens, to construct a diversified portfolio. The portfolio generally invests at least 80% of its assets in equity securities of large U.S. companies and maintains a value-oriented approach by emphasizing holdings with lower valuation metrics and higher dividend yields relative to the broader market. Key industries represented include financial services, technology, healthcare, consumer cyclical, communication services, and energy. With a moderately active investment style, the fund aims to consistently deliver risk-adjusted returns that are competitive within the large value category, appealing to investors who seek stability, diversification, and long-term capital appreciation within the U.S. equity markets.
Fund Family Glenmede
Category Mid-Cap Value
Performance Rating High
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol GTLOX
Share Class - Advisor Shares
Index Russell 1000 TR USD
GTLOX had a total return of 29.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.14%.
