| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.05 percent over the past year, 14.02 percent over the past three years, 8.81 percent over the past five years, and 10.78 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.4% |
| 1 Year | 18.0% |
| 3 Years (Annualized) | 14.0% |
| 5 Years (Annualized) | 8.8% |
| 10 Years (Annualized) | 10.8% |
Summary
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
Fees are Above Average compared to funds in the same category.
Glenmede Small Cap Equity Portfolio has an expense ratio of 0.73 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
