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Analyst rating as of
NAV / 1-Day Return
36.91  /  1.48 %
Total Assets
7.5 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
15.42 years
Category
Options Trading
Alt Style Correlation / Relative Volatility
High / Medium
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.45%
Turnover
11%
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Morningstar’s Analysis

Will GATEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid team but uninspiring process.

Senior Analyst

Summary

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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.

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