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Gotham Absolute Return Institutional GARIX

Medalist Rating as of | See Gotham Investment Hub
  • NAV / 1-Day Return 21.78  /  +0.37 %
  • Total Assets 642.2 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 250%

USD | NAV as of Mar 19, 2024 | 1-Day Return as of Mar 19, 2024, 12:22 AM GMT+0

Morningstar’s Analysis GARIX

Will GARIX outperform in future?

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

Increased confidence in Gotham Absolute Return Institutional's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings GARIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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