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Gotham Large Value Institutional GVALX

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%

Morningstar’s Analysis GVALX

Will GVALX 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 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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