Morningstar

Gotham Large Value Fund Institutional Class GVALX

Medalist Rating as of Sep 30, 2026 See Gotham Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund seeks a total return greater than that of the S&P 500® Index over a full market cycle, which is a period that includes both a bull (rising) market and a bear (falling) market cycle. It will primarily invest in common stocks of U.S. companies listed in the S&P 500® Index, but may invest in other large capitalization companies, primarily selected from the largest 500 - 700 U.S. companies based on market capitalization.

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
GVALX	Gotham Large Value Fund Institutional Class	Institutional	Open			Dec 31, 2015	$30.17M	0.750%	Above Average	$100,000	−$10.02M

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