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Gotham Enhanced 500 Plus Institutional GEFPX

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%

Morningstar’s Analysis GEFPX

Will GEFPX outperform in future?

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

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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