Morningstar

Gator Capital Long/Short Fund GATRX

Morningstar Medalist Rating
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Medalist Rating as of See Caldwell & Orkin Investment Hub
  • NAV / 1-Day Return $61.28  /  +0.10 %
  • Fund Size $74.3M
  • Adjusted Expense Ratio 1.570%
  • Net Expense Ratio 3.000%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.41%
  • Turnover Ratio 59%
NAV and 1-Day Return as of

Morningstar’s Analysis GATRX

Will GATRX outperform in the 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 GATRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Gator Capital L/S Fd holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings GATRX

More GATRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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