Gotham Index Plus Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Gotham Index Plus Fund Institutional Class GINDX
- NAV / 1-Day Return 34.24 / +0.53 %
- Total Assets 1.2B
-
Adj. Expense Ratio
1.160%
- Expense Ratio 1.230%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.16%
- Turnover 84%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 10:52 PM GMT+0
Morningstar’s Analysis GINDX
Will GINDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the GINDX 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 GINDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.11 | 83M | Technology |
Microsoft Corp | 7.01 | 81M | Technology |
Apple Inc | 6.53 | 76M | Technology |
Alphabet Inc Class A | 5.93 | 69M | Communication Services |
Amazon.com Inc | 4.78 | 55M | Consumer Cyclical |
Meta Platforms Inc Class A | 3.25 | 38M | Communication Services |
Broadcom Inc | 2.55 | 30M | Technology |
Lam Research Corp | 2.10 | 24M | Technology |
Western Digital Corp | 1.85 | 21M | Technology |
Berkshire Hathaway Inc Class B | 1.78 | 21M | Financial Services |
United States