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Morningstar

Gotham Enhanced 500 Plus Institutional GEFPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.42  /  0.09 %
  • Total Assets 3.4 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 2.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.54%
  • Turnover 191%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 1:31 AM GMT+00:00

Morningstar’s Analysis GEFPX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin Gotham Enhanced 500 Plus Institutional's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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