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Gotham Absolute Return Institutional GARIX

Medalist Rating as of | See Gotham Investment Hub
  • NAV / 1-Day Return 22.38  /  0.00
  • Total Assets 692.1 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 250%

USD | NAV as of Jul 23, 2024 | 1-Day Return as of Jul 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis GARIX

Will GARIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Gotham Absolute Return Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings GARIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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