Strategic Equity Portfolio - GLENMEDE FUND INC

Shareclass
Strategic Equity Portfolio (GTCEX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Strategic Equity Portfolio - GLENMEDE FUND INC

FUND COVERAGE
# of holdings40
% of assets100%
Score
53 / 100
Rank

28.5 percentile

Group: U.S. Large Cap Equity

Rank: #984 out of 1,373

Grade
D

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mastercard Inc
         % of fund invested: 3.82%
         $USD invested: $4.73M
  • 2. JPMorgan Chase & Co
         % of fund invested: 3.27%
         $USD invested: $4.04M
  • 3. Accenture PLC
         % of fund invested: 2.14%
         $USD invested: $2.65M
  • 4. PepsiCo Inc
         % of fund invested: 1.26%
         $USD invested: $1.56M
  • 5. Microsoft Corp
         % of fund invested: 4.83%
         $USD invested: $5.98M
  • 6. Yum! Brands Inc
         % of fund invested: 1.79%
         $USD invested: $2.21M
  • 7. Zoetis Inc
         % of fund invested: 0.87%
         $USD invested: $1.08M
  • 8. Chevron Corp
         % of fund invested: 2.42%
         $USD invested: $2.99M
  • 9. Stryker Corp
         % of fund invested: 1.05%
         $USD invested: $1.3M
  • 10. Chubb Ltd
         % of fund invested: 1.74%
         $USD invested: $2.16M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Old Dominion Freight Line Inc
         % of fund invested: 2.17%
         $USD invested: $2.69M
  • 2. Martin Marietta Materials Inc
         % of fund invested: 2.91%
         $USD invested: $3.6M
  • 3. Ulta Beauty Inc
         % of fund invested: 3.38%
         $USD invested: $4.18M
  • 4. Charles Schwab Corp/The
         % of fund invested: 1.44%
         $USD invested: $1.78M
  • 5. Ross Stores Inc
         % of fund invested: 1.61%
         $USD invested: $1.99M
  • 6. AMETEK Inc
         % of fund invested: 2.55%
         $USD invested: $3.16M
  • 7. Parker-Hannifin Corp
         % of fund invested: 2.94%
         $USD invested: $3.64M
  • 8. Booking Holdings Inc
         % of fund invested: 3.44%
         $USD invested: $4.26M
  • 9. IQVIA Holdings Inc
         % of fund invested: 2.78%
         $USD invested: $3.45M
  • 10. Copart Inc
         % of fund invested: 2.67%
         $USD invested: $3.31M

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 Strategic Equity Portfolio - GLENMEDE FUND INC

Totals

Holdings
Assets
Weight
Prisons
5.0
$23.14M
19%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
6.0
$26.74M
22%
     Borders high risk
1.0
$3.16M
2.55%
Total
7.0
$28.95M
23%
Full fund results

Holdings — 7 flagged holdings

1.
Alphabet Inc
Prisons
Borders
$8.86M
7.16%
Prisons
Borders :
$8.86M
7.16%
2.
Microsoft Corp
Prisons
Borders
$5.98M
4.83%
Prisons
Borders :
$5.98M
4.83%
3.
Amazon.com Inc
Prisons
Borders
$3.34M
2.7%
Prisons
Borders :
$3.34M
2.7%
4.
RTX Corp
Borders
$3.16M
2.55%
Borders :
$3.16M
2.55%
5.
Thermo Fisher Scientific Inc
Prisons
Borders
$2.74M
2.21%
Prisons
Borders :
$2.74M
2.21%
6.
Accenture PLC
Borders
$2.65M
2.14%
Borders :
$2.65M
2.14%
7.
Yum! Brands Inc
Prisons
$2.21M
1.79%
Prisons
$2.21M
1.79%
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