Secured Options PortfolioGLSOX

MUTUAL FUNDGlenmede
Type
Mutual fund
Peer group
Alternative
Net assets
$363.2M
Expense ratio
0.66%
1-year return
+17.2%
3 years, a year
+10.9%
5 years, a year
+7.5%
Holdings
12

What it aims to do.

Long-term capital appreciation and option premiums consistent with reasonable risk to principal.

Top 10 holdings.

Holding% of fund
JOBY Options Clearing Corp.100.10%
JOBY Options Clearing Corp.6.53%
Vanguard S&P 500 ETF5.46%
SPY State Street SPDR S&P 500 ETF Trust4.37%
United States Treasury4.18%
United States Treasury4.03%
Goldman Sachs Asset Management2.47%
JOBY Fixed Income Clearing Corp.0.04%
JOBY Options Clearing Corp.-0.02%
JOBY Options Clearing Corp.-0.11%

More on GLSOX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.