4 / 5 Stars
5 5 3 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#16 in Small Blend
U.S. News evaluated 228 Small 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 31.90 percent over the past year, 15.91 percent over the past three years, 27.48 percent over the past five years, and 10.57 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.4%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||27.5%|
|10 Years (Annualized)||10.6%|
The investment seeks long-term appreciation 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 and preferred stocks, of U.S. small cap companies that the Advisor believes are undervalued. Small cap companies include companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 2000® Index at its last rebalancing.
Fees are Above Average compared to funds in the same category.
Glenmede Small Cap Equity Portfolio has an expense ratio of 0.91 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.