Frequently Asked Questions

Who is Glenmede Investment Management?
What mutual funds do you offer?
Can individuals invest directly?
What is the minimum amount that I can invest?
What is an expense ratio?
Are there loads associated with the Glenmede mutual funds?
How can I receive a prospectus?
Where can I get more information on the mutual funds?
What if I have more questions?

 


 

 

Who is Glenmede Investment Management?

Glenmede Investment Management, LP (GIM) is a wholly owned affiliate of The Glenmede Trust Company, N.A., (GTC) specifically established to advise and offer products to internal (GTC) and external (institutional and financial advisor) clients. GIM is a registered investment advisor with approximately $15.9 billion in assets under management as of March 31, 2019.

 

What mutual funds do you offer?

Mutual fund information can be found here by asset class.

 

Can individuals invest directly?

Currently, Glenmede does not support direct retail mutual fund investments. Please contact your financial advisor for available options. If you do not have a financial advisor, contact the client service center where you would normally purchase mutual funds.

Glenmede Funds are available on several financial advisor platforms including Fidelity, Charles Schwab, Merrill Lynch, TD Ameritrade and Vanguard among others.

 

What is the minimum amount that I can invest?

Investment minimums are set by the financial advisor platforms. Please contact your client service center where you would normally purchase mutual funds as to any applicable minimums required.

Glenmede offers an Institutional class of shares for its Large Cap Core, Large Cap GrowthSmall Cap, Secured Options equity strategies. The Institutional class minimum investment is $10 million.

 

What is an expense ratio?

The expense ratio is the annual fee that all funds charge their shareholders. It expresses the percentage of assets deducted each fiscal year for fund expenses, management fees, administrative fees, operating costs and all other asset-based costs incurred by the fund.

Expense ratios for the Glenmede Funds can be found within the prospectus by asset class: Equity, Fixed Income and Liquid Alternative.

 

Are there loads associated with the Glenmede mutual funds?

All Glenmede Funds are no load funds.

Some mutual funds charge back-end loads, meaning the fee is charged when you redeem the mutual fund. They can also charge a front-end load, which is the opposite of a back-end load, meaning the fee is charged up front. A no-load fund simply means that you can buy and redeem the mutual fund units/ shares at any time without a commission or sales charge. Note: certain platforms may have short-term holding period requirements and associated fees.

 

How can I receive a prospectus?

All prospectuses and Statements of Additional Information are currently available on our website by
asset class: Equity, Fixed Income and Liquid Alternative. You may also contact GIMClientsupport@glenmede.com or call 1-800-442-8299.

 

Where can I get more information on the mutual funds?

Mutual fund prospectuses can be found here by asset class: Equity, Fixed Income and Alternative or more information can be found by visiting our website

 

What if I have more questions?

You should contact your financial advisor directly for advice regarding mutual fund investing.
If you have specific questions regarding the information you see on our site relating to the Glenmede Mutual Funds, you may contact GIMClientsupport@glenmede.com or call 215-419-6662 to speak with a GIM representative.

 

Glenmede Funds are no load, there are management fees and operating expenses that do apply. Such fees and expenses are described in the Fund’s Prospectus.