2 / 5 Stars
5 4 5 5 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.20 percent over the past year, and 9.52 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and option premiums consistent with reasonable risk to principal. Under normal market circumstances, at least 80% of the value of the Portfolio's total assets (including borrowings for investment purposes) will be subject to secured option strategies, which are written covered call and/or secured put options on stock index ETFs, stock indices and/or individual stocks held by the Portfolio. It intends to invest in a diversified portfolio of equity securities with generally similar risk and return characteristics as the Standard & Poor's 500® Index ("S&P 500® Index").
Fees are Above Average compared to funds in the same category.
Glenmede Secured Options Portfolio has an expense ratio of 0.86 percent.
Risk is Low compared to funds in the same category according to Morningstar.