Morningstar

Gotham Absolute Return Fund Institutional Class Shares GARIX

Morningstar Medalist Rating
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Medalist Rating as of See Gotham Investment Hub
  • NAV / 1-Day Return $25.03  /  +0.08 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 1.520%
  • Net Expense Ratio 1.540%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.02%
  • Turnover Ratio 290%
NAV and 1-Day Return as of

Morningstar’s Analysis GARIX

Will GARIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GARIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GARIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GARIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Gotham Absolute Return Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings GARIX

More GARIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micron Technology Inc

3.10 20M
Technology

Meta Platforms Inc Class A

2.79 18M
Communication Services

Apple Inc

2.68 17M
Technology

NVIDIA Corp

2.63 17M
Technology

Alphabet Inc Class A

2.62 17M
Communication Services

Broadcom Inc

2.62 17M
Technology

Western Digital Corp

2.39 16M
Technology

Microsoft Corp

2.15 14M
Technology

Amazon.com Inc

2.00 13M
Consumer Cyclical

Lockheed Martin Corp

2.00 13M
Industrials

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