Gotham Total Return Fund Institutional Class
GTRFX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
Beta
7-Day Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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52-Week Low
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NAV
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1-Month High
52-Week Low
52-Week High
Company Information
Provider
Gotham
Manager/Tenure
(Years)
(Years)
Robert Goldstein (10), Joel Greenblatt (10)
Website
Address
Gotham ETF
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Country
United States
Phone Number
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Investment Strategy
The investment seeks long-term capital appreciation. The advisor intends to allocate the majority of its assets among mutual funds advised by Gotham (each an "underlying fund" and collectively, the "underlying funds"). Each of the underlying funds utilize a long/short equity strategy with varying levels of net exposure (long positions less short positions). The fund's allocation to the underlying funds and investments may be rebalanced based on the adviser's current assessment of market conditions.