Gateway Fund’s experienced lead managers have traded through a wide array of market environments, but the strategy’s investment process does not possess a clear edge versus its peers in the options trading space. Pillar ratings remain unchanged, and the Morningstar Analyst Rating is Neutral across most of the share classes, while the priciest share class now earns a Negative rating.
Will GATEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of GATEX’s parent organization’s priorities and whether they’re in line with investors’ interests.