Morningstar

Gotham Hedged Core Institutional GCHDX

Morningstar Medalist Rating
Medalist Rating as of | See Gotham Investment Hub
  • NAV / 1-Day Return 13.36  /  −0.30 %
  • Total Assets 6.2 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 1.750%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.83%
  • Turnover 195%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis GCHDX

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

  • People Pillar

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

A sound investment process and strong management team underpin Gotham Hedged Core Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GCHDX

More GCHDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.89 275,992
Technology

Apple Inc

4.29 242,301
Technology

Alphabet Inc Class A

3.05 172,060
Communication Services

Amazon.com Inc

3.04 171,361
Consumer Cyclical

Garmin Ltd

2.96 166,734
Technology

Broadcom Inc

2.91 164,351
Technology

McKesson Corp

2.61 147,097
Healthcare

Marsh & McLennan Companies Inc

2.60 146,452
Financial Services

Applied Materials Inc

2.53 142,711
Technology

Jabil Inc

2.50 140,915
Technology

Sponsor Center