Glenmede Disciplined U.S. Growth Equity Portfolio

Shareclass
Glenmede Disciplined US Growth Eq Ptf (GTLLX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Glenmede Disciplined U.S. Growth Equity Portfolio

FUND COVERAGE
# of holdings59
% of assets100%
Score
54 / 100
Rank

41.0 percentile

Group: U.S. Large Cap Equity

Rank: #863 out of 1,462

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co
         % of fund invested: 0.58%
         $USD invested: $7.38M
  • 2. Expedia Group Inc
         % of fund invested: 2.27%
         $USD invested: $28.67M
  • 3. Autodesk Inc
         % of fund invested: 2.13%
         $USD invested: $26.9M
  • 4. Bristol-Myers Squibb Co
         % of fund invested: 0.77%
         $USD invested: $9.8M
  • 5. Microsoft Corp
         % of fund invested: 2.87%
         $USD invested: $36.34M
  • 6. Merck & Co Inc
         % of fund invested: 0.71%
         $USD invested: $8.99M
  • 7. PayPal Holdings Inc
         % of fund invested: 0.66%
         $USD invested: $8.36M
  • 8. Neurocrine Biosciences Inc
         % of fund invested: 0.66%
         $USD invested: $8.31M
  • 9. Trane Technologies PLC Class A
         % of fund invested: 2.78%
         $USD invested: $35.21M
  • 10. eBay Inc
         % of fund invested: 1.72%
         $USD invested: $21.75M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Axalta Coating Systems Ltd
         % of fund invested: 0.64%
         $USD invested: $8.1M
  • 2. Cintas Corp
         % of fund invested: 0.52%
         $USD invested: $6.52M
  • 3. Ulta Beauty Inc
         % of fund invested: 1.32%
         $USD invested: $16.7M
  • 4. Expeditors International of Washington Inc
         % of fund invested: 0.53%
         $USD invested: $6.75M
  • 5. Marvell Technology Inc
         % of fund invested: 2.32%
         $USD invested: $29.4M
  • 6. Fortinet Inc
         % of fund invested: 2.23%
         $USD invested: $28.26M
  • 7. Teradyne Inc
         % of fund invested: 1.74%
         $USD invested: $21.99M
  • 8. Ross Stores Inc
         % of fund invested: 0.96%
         $USD invested: $12.19M
  • 9. Applied Materials Inc
         % of fund invested: 2.93%
         $USD invested: $37.12M
  • 10. Booking Holdings Inc
         % of fund invested: 0.93%
         $USD invested: $11.74M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Glenmede Disciplined U.S. Growth Equity Portfolio

Totals

Holdings
Assets
Weight
Prisons
3
$90.24M
7.13%
     Prisons high risk
1
$15.86M
1.25%
     Private prisons
0
$0
0%
Borders
4
$118.98M
9.4%
     Borders high risk
1
$15.86M
1.25%
Total
4
$118.98M
9.4%
Full fund results

Holdings — 4 flagged holdings

1.
Alphabet Inc Class A
Prisons
Borders
$38.04M
3.01%
Prisons
Borders :
$38.04M
3.01%
2.
Microsoft Corp
Prisons
Borders
$36.34M
2.87%
Prisons
Borders :
$36.34M
2.87%
3.
Salesforce Inc
Borders
$28.75M
2.27%
Borders :
$28.75M
2.27%
4.
Motorola Solutions Inc
Prisons
Borders
$15.86M
1.25%
Prisons
Borders :
$15.86M
1.25%
More from Invest Your Values
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