Industry description
The investment seeks maximum long-term total return consistent with reasonable risk to principal.
Under normal market circumstances, the Portfolio invests at least 80% of the value of its net assets (including borrowings for investment purposes) in common stocks of small cap companies tied economically to the U.S. The Advisor uses proprietary multi-factor computer models to select stocks that the models identify as undervalued. These computer models rank securities based on certain criteria, including price in relation to earnings, cash flow and assets, and material sustainability-related criteria.
Market Cap
The average market capitalization across the Glenmede Disciplined U.S. Sm Cp Eq Instl MF is 3.54B. The market cap for tickers in the group ranges from 1.54B to 7.64B. TXG holds the highest valuation in this group at 7.64B. The lowest valued company is HG at 1.54B.
Volume
The average weekly volume growth across all stocks in the Glenmede Disciplined U.S. Sm Cp Eq Instl MF was -11%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -43%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 51
Price Growth Rating: 44
SMR Rating: 56
Profit Risk Rating: 62
Seasonality Score: -31 (-100 ... +100)