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Morningstar

Gotham Hedged Core Institutional GCHDX

Morningstar Medalist Rating
Medalist Rating as of | See Gotham Investment Hub
  • NAV / 1-Day Return 12.03  /  −0.41 %
  • Total Assets 5.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 1.750%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.89%
  • Turnover 195%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:18 AM GMT+0

Morningstar’s Analysis GCHDX

Will GCHDX outperform in 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 GCHDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GCHDX 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 GCHDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Gotham Hedged Core Institutional's recent fee cut drives an upgrade to this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings GCHDX

More GCHDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.48 293,648
Technology

Apple Inc

4.44 291,057
Technology

Applied Materials Inc

3.50 229,689
Technology

Alphabet Inc Class A

3.28 214,872
Communication Services

Lam Research Corp

2.77 181,763
Technology

Campbell Soup Co

2.65 173,604
Consumer Defensive

Amazon.com Inc

2.58 168,815
Consumer Cyclical

KLA Corp

2.54 166,494
Technology

Kellanova Co

2.52 165,200
Consumer Defensive

General Mills Inc

2.52 165,158
Consumer Defensive