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Morningstar

Gateway A GATEX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
34.99  /  0.43 %
Total Assets
6.7 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
14.35 years
Category
Options Trading
Alt Style Correlation / Relative Volatility
High / Medium
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.53%
Turnover
11%

Morningstar’s Fund Analysis GATEX

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

People Pillar

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

Responsibility changes at the top, but the process still underwhelms.

Director

Summary

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Gateway Fund's experienced managers have shown they can navigate all market environments, but the investment process has not evolved and adds little to a diversified portfolio. The pillar ratings remain unchanged, and the Morningstar Analyst Rating is Neutral across most share classes, and the priciest share class earning a Negative rating.

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