Gotham Mutual Funds List
Here you can find all mutual funds issued by Gotham and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 1.03%
- Avg. 1 Year Return
- 19.39%
- Avg. 5 Year Return
- 13.05%
- Median Risk/Return Score
- 80 / 100
Gotham Mutual Funds List
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gotham Enhanced Return Fund | Mid Cap Blend Equities | May 31, 2013 | 1.50% | 14.93% | 13.58% | 1.80% | 88 |
Explore top Gotham Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Gotham Mutual funds by Risk/Return Score
The top Gotham Mutual funds by PortfoliosLab Risk/Return Score are GARIX (89) and GENIX (88).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Gotham Absolute Return Fund | 89 | — | Aug 2012 | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | |
| Gotham Total Return Fund | 84 | — | Mar 2015 | |
| Gotham Large Value Fund | 80 | — | Dec 2015 | |
| Gotham Enhanced S&P 500 Index Fund | 77 | — | Dec 2016 |
Best-Performing Gotham Mutual funds Over 5 Years
The top Gotham Mutual funds is GENIX (17.22%).
Across the lineup, Gotham Mutual funds show an average 1-year return of 19.39% and an average 5-year return of 13.05%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Gotham Enhanced Return Fund | 17.22% | — | May 2013 | |
| Gotham Index Plus Fund | 15.42% | — | Mar 2015 | |
| Gotham Absolute Return Fund | 13.80% | — | Aug 2012 | |
| Gotham Enhanced S&P 500 Index Fund | 13.18% | — | Dec 2016 | |
| Gotham Total Return Fund | 10.94% | — | Mar 2015 |
Lowest-Cost Gotham Mutual funds
The top Gotham Mutual funds is GSPFX (0.50%).
With an average expense ratio of 1.03%, Gotham Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Gotham Enhanced S&P 500 Index Fund | 0.50% | — | Dec 2016 | |
| Gotham Large Value Fund | 1.05% | — | Dec 2015 | |
| Gotham Index Plus Fund | 1.15% | — | Mar 2015 | |
| Gotham Enhanced Return Fund | 1.50% | — | May 2013 | |
| Gotham Absolute Return Fund | 1.50% | — | Aug 2012 |
Highest-Yield Gotham Mutual funds
The top Gotham Mutual funds is GVALX (10.41%).
Across the lineup, Gotham Mutual funds show an average dividend yield of 5.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Gotham Large Value Fund | 10.41% | — | Dec 2015 | |
| Gotham Enhanced S&P 500 Index Fund | 8.66% | — | Dec 2016 | |
| Gotham Total Return Fund | 8.62% | — | Mar 2015 | |
| Gotham Absolute Return Fund | 6.45% | — | Aug 2012 | |
| Gotham Index Plus Fund | 3.00% | — | Mar 2015 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.