Great Lakes Disciplined Equity Fund Institutional Class (GLDNX) Research
In typical market conditions, the fund dedicates a minimum of 80% of its net assets—including any capital borrowed for investment purposes—to various equity instruments. These investments encompass common and preferred stocks, alongside convertible securities. Although the fund usually commits at least 80% of its holdings to common stocks of large-capitalization companies, it is currently anticipated that, under normal circumstances, at least 95% of its net assets will ordinarily be invested in such substantial firms.
Market snapshot
- Symbol
- GLDNX
- Price
- $9.21
- Day change
- -0.96%
- Market cap
- $25.3M
- 52-week range
- 9.2104-9.93
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Eaton Vance Tax-Managed Small-Cap Value Fund - Class A (ESVAX)
- Frontier Phocas Small Cap Value Fund Service Class (FPVSX)
- KL Allocation Fund - Advisor Class (GAVAX)
- American Beacon Bahl & Gaynor Small Cap Growth Fund - Investor Class (GBSPX)
- Convergence Long/Short Equity Fund Institutional Class (MARNX)
- AMG GW&K Global Allocation Fund Class N (MBEAX)
- McKee International Equity Portfolio Instl Cl (MKIEX)
- Sunbridge Capital Emerging Markets Fund Investor Class (RIMIX)
Open Great Lakes Disciplined Equity Fund Institutional Class (GLDNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.