Gotham Mutual Funds
Gotham Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 3 of 3 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Gotham Enhanced 500 Plus Institutional | GEFPX | Large Value | 20.47% | 7 | 1.150% | High | Institutional | $25,000 | ||
Gotham Enhanced Return Institutional | GENIX | Mid-Cap Blend | 30.47% | 2 | 1.500% | High | Institutional | $100,000 | ||
Gotham Index Plus Institutional | GINDX | Large Blend | 23.41% | 7 | 1.150% | High | Institutional | $100,000 |
Gotham Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank