Strategic Equity Portfolio Fund Quote
| GTCEX Fund | USD 27.54 0.08 0.29% |
PerformanceVery Weak
| Odds Of DistressLow
|
Strategic Equity is trading at 27.54 as of the 27th of February 2025; that is 0.29% down since the beginning of the trading day. The fund's open price was 27.62. Strategic Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of the value of its net assets in equity securities, such as common stocks, preferred stocks and securities convertible into common and preferred stocks, of U.S. companies. It may also invest in foreign securities either directly or through ADRs listed on the NYSE.. More on Strategic Equity Portfolio
Moving together with Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Fund Concentration | Glenmede Funds, Large Blend Funds, Large Blend, Glenmede (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Strategic Equity Portfolio [GTCEX] is traded in USA and was established 27th of February 2025. Strategic Equity is listed under Glenmede category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Glenmede family. This fund currently has accumulated 180.54 M in assets under management (AUM) with no minimum investment requirementsStrategic Equity Por is currently producing year-to-date (YTD) return of 1.17% with the current yeild of 0.0%, while the total return for the last 3 years was 9.56%.
Check Strategic Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Strategic Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Strategic Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Strategic Equity Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Strategic Equity Portfolio Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| LLY | Eli Lilly and | Stock | Health Care | |
| AME | Ametek Inc | Stock | Industrials | |
| WMT | Walmart | Stock | Consumer Staples | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| PNC | PNC Financial Services | Stock | Financials | |
| PH | Parker Hannifin | Stock | Industrials | |
| ORCL | Oracle | Stock | Information Technology |
Strategic Equity Por Risk Profiles
| Mean Deviation | 0.6995 | |||
| Standard Deviation | 1.41 | |||
| Variance | 1.98 | |||
| Risk Adjusted Performance | (0.08) |
Strategic Equity Against Markets
Other Information on Investing in Strategic Mutual Fund
Strategic Equity financial ratios help investors to determine whether Strategic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Strategic with respect to the benefits of owning Strategic Equity security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |