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Gotham Hedged Core Institutional GCHDX

Medalist Rating as of | See Gotham Investment Hub
  • NAV / 1-Day Return 12.66  /  −0.24 %
  • Total Assets 5.9 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 1.750%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.89%
  • Turnover 195%

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

Morningstar’s Analysis GCHDX

Will GCHDX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings GCHDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.48 293,648
Technology

Apple Inc

4.44 291,057
Technology

Applied Materials Inc

3.50 229,689
Technology

Alphabet Inc Class A

3.28 214,872
Communication Services

Lam Research Corp

2.77 181,763
Technology

Campbell Soup Co

2.65 173,604
Consumer Defensive

Amazon.com Inc

2.58 168,815
Consumer Cyclical

KLA Corp

2.54 166,494
Technology

Kellanova Co

2.52 165,200
Consumer Defensive

General Mills Inc

2.52 165,158
Consumer Defensive