Nasdaq - Delayed Quote USD

Gotham Hedged Core Institutional (GCHDX)

12.09 +0.05 (+0.42%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
25,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Vanguard
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity securities generally selected from the largest 1000 U.S. companies by market capitalization. The Adviser intends to target a net exposure, which is the value of the fund’s long positions minus its short positions, in the range of approximately 70 – 100%.

Fund Overview

Category Long-Short Equity
Fund Family Gotham
Net Assets 5.74M
YTD Return 10.40%
Yield 0.89%
Morningstar Rating
Inception Date Sep 30, 2016

Performance & Risk

YTD Return 7.02%
5y Average Return 9.01%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

Related Tickers