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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.

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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