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Morningstar

Gotham Total Return Institutional GTRFX

Morningstar Analyst Rating
Quantitative rating as of | See Gotham Investment Hub
  • NAV / 1-Day Return 11.81  /  0.84 %
  • Total Assets 20.8 Mil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.920%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.52%
  • Turnover 9%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:18 AM GMT+00:00

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.

Summary

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A sound investment process and strong management team underpin Gotham Total Return Institutional's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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