Glenmede Secured Options Portfolio

Class Other (GTSOX)
Scorecard
2 / 5 Stars
Lipper
5 4 5 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
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TheStreet.com
C (Hold)

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.

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Performance

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%
1 Year 12.2%
3 Years (Annualized) 9.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Glenmede Secured Options Portfolio has an expense ratio of 0.86 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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