Total Market Portfolio Fund Quote

GTTMX Fund  USD 21.78  0.04  0.18%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Total Market is trading at 21.78 as of the 28th of November 2024; that is 0.18% down since the beginning of the trading day. The fund's open price was 21.82. Total Market has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Total Market Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests at least 80 percent of the value of its net assets in long and short positions with respect to equity securities, such as common stocks, of public companies tied economically to the U.S. The Portfolio will invest in companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 3000 Index.. More on Total Market Portfolio

Moving together with Total Mutual Fund

  0.83NOVIX Glenmede InternationalPairCorr
  0.96GQLVX Quantitative U SPairCorr
  0.94GTAPX Long/short PortfolioPairCorr
  0.96GTCEX Strategic Equity PorPairCorr
  0.9GTCSX Small Cap EquityPairCorr

Moving against Total Mutual Fund

  0.64GTCIX International PortfolioPairCorr

Total Mutual Fund Highlights

Fund ConcentrationGlenmede Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Glenmede (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Total Market Portfolio [GTTMX] is traded in USA and was established 28th of November 2024. Total Market is listed under Glenmede category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Glenmede family. This fund currently has accumulated 41 M in assets under management (AUM) with no minimum investment requirementsTotal Market Portfolio is currently producing year-to-date (YTD) return of 19.09% with the current yeild of 0.0%, while the total return for the last 3 years was 4.89%.
Check Total Market Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Total Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Total Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Total Market Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Total Market Portfolio Mutual Fund Constituents

IRIngersoll RandStockIndustrials
EMEEMCOR GroupStockIndustrials
TTTrane Technologies plcStockIndustrials
CMECME GroupStockFinancials
ATVIActivision BlizzardStockCommunication Services
BMYBristol Myers SquibbStockHealth Care
AESThe AESStockUtilities
MEDPMedpace HoldingsStockHealth Care
More Details

Total Market Portfolio Risk Profiles

Total Market Against Markets

Other Information on Investing in Total Mutual Fund

Total Market financial ratios help investors to determine whether Total Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Total with respect to the benefits of owning Total Market security.
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