The Fund Grade · free · no account needed

What grade does GTLLX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

A

Fundprints Fund Grade · as of 2026-10-01

Glenmede Disciplined U.S. Growth Equity Portfolio

#2 of 500 graded active funds · growth · mid segment peer group

The point · specialist footprint

GTLLX puts more of its book behind proven specialists than 69% of graded funds.

Bottom 20%

Bottom 40%

Middle

● Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

10,000+ funds tracked · the graded specialists among them drive every read

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

GTLLX vs the Honor Roll · share card ↗

Conviction exposure

37.3%

of the book in specialist-converged names

Late-stage weight

16.7%

of the book in Crowded or Fading names

Active share

97.7%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
ANET 3.7%LAMR 0.8%VEEV 0.4%
Consensus
MRVL 4.1%TWLO 3.1%INCY 2.6%+7 locked
Crowded
TER 3%GE 1.2%VLTO 0.5%
Fading
APH 3.1%TJX 2.6%JBL 1.9%+1 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

GTLLX ranks 2nd out of 500 graded funds, an A grade built on 37% specialist ownership. Specialists are early in Incyte and Jabil, which is where the real conviction sits right now. Watch the fading reads on Amphenol and TJX, both sizable positions where the same specialists are quietly stepping back.

→ Monitor Amphenol (3.1%) and TJX (2.6%) closely, as specialist exit signals in both positions are worth tracking.

→ Note the early specialist conviction in Incyte (2.6%) and Jabil (1.9%) as the clearest forward-looking evidence in this fund.

Support leaving these positions

APH 3.1% of the fund · Fading

TER 3% of the fund · Crowded

TJX 2.6% of the fund · Fading

JBL 1.9% of the fund · Fading

MPWR 1.6% of the fund · Fading

Where it's genuinely early

ANET 3.7% of the fund · Early Conviction

LAMR 0.8% of the fund · Early Conviction

VEEV 0.4% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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