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Gotham Total Return Institutional GTRFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Gotham Investment Hub

Morningstar’s Analysis GTRFX

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

  • People Pillar

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

Gotham Total Return Institutional's recent fee cut leads to an upgrade to this strategy's Morningstar Medalist Rating to Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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