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Gotham

Gotham Parent Rating

Average

Gotham is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

The firm's lasting product shelf is its strength. Its three-year risk-adjusted success ratio of 100% means that 100% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm charges fees on open-end and exchange-traded funds that are on par with category peers. On average, fees are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Average tenure of eight years among the longest-tenured managers at Gotham is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.

Gotham Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.57 Bil

Investment Flows (TTM)

−138.51 Mil

Asset Growth Rate (TTM)

−9.63%

# of Share Classes

11

Exchange-Traded Funds

See All Gotham ETFs

Market

US ETFs

Total Net Assets

496.11 Mil

Investment Flows (TTM)

−18.55 Mil

Asset Growth Rate (TTM)

−4.32%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
1
0
1
0
Not Rated 1

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