Glenmede Small Cap Equity Portfolio Class Advisor (GTCSX) Research

The fund aims to generate significant capital growth over the long term, while diligently managing the risk to the initial investment. Typically, the portfolio commits a minimum of 80% of its total assets (which can include funds obtained through borrowing) to ownership stakes – specifically common and preferred shares – in smaller U.S. companies. The Advisor focuses on selecting these companies based on their assessment that the firms are undervalued. To qualify as a small-cap company, its market valuation at the time of acquisition must fall within the market capitalization range of any constituent stock of the Russell 2000® Index, as defined at its most recent rebalancing.

Market snapshot

Symbol
GTCSX
Price
$33.17
Day change
+1.47%
Market cap
$998.9M
52-week range
28.34-33.39
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Applied Finance Explorer fund Investor Class (AFDVX)
  • American Century One Choice Portfolio: Conservative Investor Class (AOCIX)
  • American Century One Choice 2040 Ptf Investor Class (ARDVX)
  • Artisan Mid Cap Value Fd Investor Shs (ARTQX)
  • Clarkston Partners Fund Institutional Class (CISMX)
  • MainStay Epoch U.S. Equity Yield Fd Cl A (EPLPX)
  • Glenmede Large Cap Growth Ptf (GTLLX)
  • T. Rowe Price International Eq Index (PIEQX)

Open Glenmede Small Cap Equity Portfolio Class Advisor (GTCSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.