Morningstar

Gotham Enhanced 500 ETF GSPY

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

Morningstar’s Analysis GSPY

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

  • People Pillar

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

Gotham Enhanced 500 ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSPY

More GSPY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.50 36.5 Mil
Technology

Apple Inc

6.72 32.8 Mil
Technology

NVIDIA Corp

5.42 26.4 Mil
Technology

Amazon.com Inc

4.73 23.1 Mil
Consumer Cyclical

Alphabet Inc Class A

4.27 20.8 Mil
Communication Services

Meta Platforms Inc Class A

3.37 16.4 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.90 9.2 Mil
Financial Services

Visa Inc Class A

1.42 6.9 Mil
Financial Services

JPMorgan Chase & Co

1.30 6.3 Mil
Financial Services

Johnson & Johnson

1.21 5.9 Mil
Healthcare

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