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Gateway A GATEX Fund Analysis

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

Morningstar’s Analysis GATEX

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

  • People Pillar

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

Simple approach that risks being passed by.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Gateway Fund attempts to capture some of the equity market’s upside while delivering downside protection using index options. The managers effectively implement this time-tested approach, but the strategy has barely evolved over its long history, causing its appeal to dwindle relative to some peers.

by Zachary Evens
Rated on Published on

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