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Morningstar

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 Value14.06%141.150%HighInstitutional$25,000
Gotham Enhanced Return InstitutionalGENIXMid-Cap Blend20.05%31.500%HighInstitutional$100,000
Gotham Absolute Return InstitutionalGARIXLong-Short Equity15.00%111.500%AverageInstitutional$100,000
Gotham Enhanced S&P 500 Index InstlGSPFXLarge Blend14.18%540.500%Below AverageInstitutional$5,000
Gotham Hedged Core InstitutionalGCHDXLong-Short Equity13.78%180.850%LowInstitutional$25,000
Gotham Index Plus InstitutionalGINDXLarge Blend16.95%111.150%HighInstitutional$100,000
Gotham Index Plus InvestorGNNDXLarge Blend16.79%121.400%HighNo Load$2,500
Gotham Defensive Long 500 InstitutionalGDLFXLong-Short Equity15.30%81.350%AverageInstitutional$25,000
Gotham Large Value InstitutionalGVALXLarge Value9.24%780.750%Above AverageInstitutional$100,000
Gotham Neutral InstitutionalGONIXEquity Market Neutral13.09%261.500%Above AverageInstitutional$100,000
Gotham Total Return InstitutionalGTRFXLong-Short Equity12.20%240.780%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

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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