GINDX – Gotham Index Plus Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks to outperform the S&P 500® Index over most annual periods. The fund invests in long and short positions of equity and equity-related securities. The Adviser will invest a portion of the assets in securities intended to track the performance of the S&P 500® Index and additional exposure to a long/short portfolio, consisting of long and short positions, generally selected from the largest 500 to 700 U.S. companies by market capitalization. The fund is not a passive index fund, but instead utilizes an enhanced index or "index plus" strategy.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GNNDX	Gotham Index Plus Fund Investor Class	No Load	Open			Dec 29, 2017	$32.50M	1.410%	High	$2,500	$2.66M
GINDX	Gotham Index Plus Fund Institutional Class	Institutional	Open			Mar 31, 2015	$1.32B	1.160%	High	$100,000	−$5.38M

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