Morningstar

Gotham Index Plus Fund Institutional Class GINDX

Morningstar Medalist Rating
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Medalist Rating as of See Gotham Investment Hub
  • NAV / 1-Day Return$36.19  /  +0.08%
  • Fund Size$1.2B
  • Adjusted Expense Ratio1.160%
  • Net Expense Ratio1.230%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.15%
  • Turnover Ratio84%
NAV and 1-Day Return as of

Morningstar’s Analysis GINDX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings GINDX

More GINDX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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