Gotham Mutual Funds
View all of Gotham’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Gotham Funds List
Share Class Type
1 to 11 of 11 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Gotham Enhanced 500 Plus Institutional | GEFPX | Large Value | 11.41% | 14 | 1.150% | High | Institutional | $25,000 | ||
Gotham Enhanced Return Institutional | GENIX | Mid-Cap Blend | 17.27% | 2 | 1.500% | High | Institutional | $100,000 | ||
Gotham Absolute Return Institutional | GARIX | Long-Short Equity | 13.15% | 14 | 1.500% | Above Average | Institutional | $100,000 | ||
Gotham Enhanced S&P 500 Index Instl | GSPFX | Large Blend | 9.68% | 50 | 0.500% | Below Average | Institutional | $5,000 | ||
Gotham Hedged Core Institutional | GCHDX | Long-Short Equity | 9.51% | 26 | 0.850% | Low | Institutional | $25,000 | ||
Gotham Index Plus Institutional | GINDX | Large Blend | 11.37% | 22 | 1.150% | High | Institutional | $100,000 | ||
Gotham Index Plus Investor | GNNDX | Large Blend | 11.28% | 26 | 1.400% | High | No Load | $2,500 | ||
Gotham Defensive Long 500 Institutional | GDLFX | Long-Short Equity | 9.22% | 28 | 1.350% | Average | Institutional | $25,000 | ||
Gotham Large Value Institutional | GVALX | Large Value | 7.40% | 69 | 0.750% | Above Average | Institutional | $100,000 | ||
Gotham Neutral Institutional | GONIX | Equity Market Neutral | 10.23% | 25 | 1.500% | Above Average | Institutional | $100,000 | ||
Gotham Total Return Institutional | GTRFX | Long-Short Equity | 8.93% | 34 | 0.780% | Low | Institutional | $100,000 |
Gotham Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank