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Gotham Enhanced S&P 500 Index Instl (GSPFX)

16.36
-0.06
(-0.37%)
At close: 8:01:04 PM EDT
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  • Previous Close 16.42
  • YTD Return -3.27%
  • Expense Ratio 0.50%
  • Category Large Blend
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 20.9M
  • Beta (5Y Monthly) 0.96
  • Yield 0.93%
  • 5y Average Return --
  • Holdings Turnover 160.00%
  • Last Dividend 0.18
  • Inception Date Dec 30, 2016

The fund seeks to achieve its investment objective by investing under normal circumstances in equity securities. It invests at least 80% of its assets in securities of issuers included in the S&P 500® Index (the "index") at the time of purchase, but not necessarily at index weightings. The Adviser seeks to capitalize on pricing inefficiencies in the market by employing a systematic, bottom-up, valuation approach based on the Adviser's proprietary analytical framework to identify companies that appear to be undervalued or overvalued on both an absolute and relative basis.

Gotham

Fund Family

Large Blend

Fund Category

20.9M

Net Assets

2016-12-30

Inception Date

Performance Overview: GSPFX

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Trailing returns as of 4/14/2025. Category is Large Blend.

YTD Return

GSPFX
3.27%
Category
5.31%
 

1-Year Return

GSPFX
8.20%
Category
20.31%
 

3-Year Return

GSPFX
9.63%
Category
6.48%
 

5-Year Return

GSPFX
18.13%
Category
11.78%
 

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Holdings: GSPFX

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Sector Weightings

SectorGSPFX
Technology   30.13%
Industrials   11.40%
Healthcare   7.43%
Energy   3.35%
Utilities   0.47%
Real Estate   0.29%

Recent News: GSPFX

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Research Reports: GSPFX

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