3 / 5 Stars
3 3 3 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#104 in Large Value
U.S. News evaluated 330 Large Value 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 27.61 percent over the past year, 14.31 percent over the past three years, 19.11 percent over the past five years, and 8.83 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.8%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||8.8%|
The investment seeks maximum long-term total return consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks, including dividend-paying common stocks, and preferred stocks, of primarily U.S. large cap companies that the Advisor believes are undervalued. Large cap companies include companies with market capitalizations, at the time of purchase, with in the market capitalization range of any stock in the Russell 1000® Index.
Fees are Low compared to funds in the same category.
Glenmede Fund Large Cap Value Portfolio has an expense ratio of 0.90 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.