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Gotham Mutual Funds

View all of Gotham’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Gotham Funds List

Share Class Type

1 to 11 of 11 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Gotham Enhanced 500 Plus InstitutionalGEFPXLarge Value8.52%101.150%HighInstitutional$25,000
Gotham Enhanced Return InstitutionalGENIXMid-Cap Blend11.81%21.500%HighInstitutional$100,000
Gotham Absolute Return InstitutionalGARIXLong-Short Equity11.09%111.500%Above AverageInstitutional$100,000
Gotham Hedged Core InstitutionalGCHDXLong-Short Equity7.29%200.850%LowInstitutional$25,000
Gotham Index Plus InstitutionalGINDXLarge Blend9.34%41.150%HighInstitutional$100,000
Gotham Index Plus InvestorGNNDXLarge Blend10.62%51.400%HighNo Load$2,500
Gotham Defensive Long 500 InstitutionalGDLFXLong-Short Equity9.73%141.350%AverageInstitutional$25,000
Gotham Enhanced S&P 500 Index InstlGSPFXLarge Blend7.00%350.500%Below AverageInstitutional$5,000
Gotham Large Value InstitutionalGVALXLarge Value5.65%500.750%Above AverageInstitutional$100,000
Gotham Neutral InstitutionalGONIXEquity Market Neutral10.91%251.500%Above AverageInstitutional$100,000
Gotham Total Return InstitutionalGTRFXLong-Short Equity7.13%330.780%LowInstitutional$100,000

Gotham Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

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