Glenmede Strategic Equity
One Liberty Place 1650 Market Street Ste 1200 Philadelphia PA 19103
Map
Phone: 800-442-8299
| Category: | Large Blend | | Fund Family: | Glenmede | | Net Assets: | 107.75M | | Year-to-Date Return: | -10.12% | | Yield: | 0.54% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Jul-89 |
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Peter Zuleba
Lead Manager since
31-Dec-04 | | | Zuleba is first vice president and senior portfolio manager of the Glenmede Advisor. He has been employed by the Advisor and Glenmede Trust since 2004. Prior to that, he was employed by J.P. Morgan Chase and Co. where he created and managed the companys large cap growth equity strategy. Zuleba holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term total return consistent with reasonable risk to principal. The fund normally invests at least 80% of assets in equities such as common stocks, preferred stocks and securities convertible into common and preferred stocks, of U.S. companies. It generally invests less than 20% of assets in fixed-income securities and cash equivalents. The fund may invest in foreign equities and ADRs. It may also purchase or write call and put options on appropriate securities or securities indices. |
| Last Dividend
(2-Jul-08):
| 0.03 | | Last Cap Gain
(17-Dec-07):
| 0.09 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 71.30% |
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| Expense | GTCEX | Category
Avg | | Total Expense Ratio: | 0.86%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$271 | $577 | | 5 Yr Expense Projection*: |
$471 | $877 | | 10 Yr Expense Projection*: |
$1,049 | $1,739 |
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