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Morningstar

Gotham Large Value Institutional GVALX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.05  /  0.29 %
  • Total Assets 40.9 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.98%
  • Turnover 290%

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

Morningstar’s Analysis GVALX

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

People Pillar

The People Pillar is our evaluation of the GVALX 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 GVALX’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 Large Value Institutional's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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