GTAWX Glenmede Short Term Tax Aware Fixed Income Portfolio

This is an open ended mutual fund. The investment seeks maximum after-tax total return consistent with reasonable preservation of capital. The fund will invest at least 80% of the value of its net assets (including borrowings for investment purposes) in fixed income securities. It invests primarily in short-term municipal securities, corporate bonds, exchange traded funds ( ETFs ) and closed-end funds that invest in fixed income securities and U.S. government securities. The fund may also invest in preferred stocks. The adviser expects to maintain a dollar-weighted average maturity of 1 to 3 years.

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Glenmede Funds
Category1:  US Fixed Income
Category2:  Municipal bonds
Category3:  Investment grade
Morningstar category:  Muni National Short
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     07/27/2021
Market cap:     $0
Current yield:     0.94%
Fees:     0.0000%
CUSIP:  
ISIN:    
Investment style: Actively managed

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