Nasdaq - Delayed Quote USD

Gotham Index Plus Investor (GNNDX)

28.65
+0.12
+(0.42%)
At close: 8:01:03 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • JPMorgan
  • CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Commonwealth Universe
  • TD Ameritrade Institutional
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • Kestra Financial
  • Allowab (non-advisory)

Fund Summary

The fund invests in long and short positions of equity and equity-related securities. The Adviser will invest a portion of the assets in securities intended to track the performance of the S&P 500® Index and additional exposure to a long/short portfolio, consisting of long and short positions, generally selected from the largest 500 to 700 U.S. companies by market capitalization. The fund is not a passive index fund, but instead utilizes an enhanced index or "index plus" strategy.

Fund Overview

Category Large Blend
Fund Family Gotham
Net Assets 940.07M
YTD Return 1.97%
Yield 0.00%
Morningstar Rating
Inception Date Mar 31, 2015

Performance & Risk

YTD Return 3.53%
5y Average Return 16.55%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

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