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Morningstar

Gotham Index Plus Institutional GINDX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Gotham Investment Hub

Morningstar’s Analysis GINDX

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

  • People Pillar

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

An incline in its Process Pillar rating is the primary driver of Gotham Index Plus Institutional's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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