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GTLOX
Mutual Fund ticker: NASDAQ
AS OF
Oct 17 closing price
Price
$21.87
Change
+$0.13 (+0.60%)
Net Assets
439.96M

GTLOX Glenmede Disciplined US Eq Ptf Forecast, Technical & Fundamental Analysis

The investment seeks maximum long-term total return consistent with reasonable risk to principal... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Arista Networks Inc (NYSE:ANET), Amgen (NASDAQ:AMGN), KLA Corp (NASDAQ:KLAC), Comcast Corp (NASDAQ:CMCSA), Elevance Health (NYSE:ELV), MARATHON PETROLEUM Corp (NYSE:MPC), Dropbox (NASDAQ:DBX).

Industry description

The investment seeks maximum long-term total return consistent with reasonable risk to principal. The fund invests at least 80% of the value of its net assets in equity securities, such as common stocks, of large cap companies tied economically to the Advisor considers a company to be tied economically to the U.S. The Advisor considers a company to be tied economically to the U.S. if the company: 1) is organized under the laws of the U.S., 2) maintains its principal place of business in the U.S., 3) is traded principally in the U.S. or 4) at the time of purchase, is included in a U.S. equity index managed by S&P Global Ratings ("S&P") or FTSE Russell.

Market Cap

The average market capitalization across the Glenmede Disciplined US Eq Ptf MF is 88.73B. The market cap for tickers in the group ranges from 7.85B to 179.86B. ANET holds the highest valuation in this group at 179.86B. The lowest valued company is DBX at 7.85B.

Volume

The average weekly volume growth across all stocks in the Glenmede Disciplined US Eq Ptf MF was -2%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 52
Price Growth Rating: 53
SMR Rating: 100
Profit Risk Rating: 47
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Glenmede Fund IncOne Liberty Place, 1650 Market Street Ste 1200Philadelphia
Phone
N/A
Web
www.glenmede.com
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GTLOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GTLOX has been closely correlated with RWMFX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if GTLOX jumps, then RWMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GTLOX
1D Price
Change %
GTLOX100%
-1.14%
RWMFX - GTLOX
80%
Closely correlated
-0.98%
RWMEX - GTLOX
80%
Closely correlated
-0.98%
FXAIX - GTLOX
79%
Closely correlated
N/A
VTSAX - GTLOX
77%
Closely correlated
-0.75%
VITSX - GTLOX
77%
Closely correlated
-0.76%
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