Gotham Enhanced 500 Fund Quote
| GEFPX Fund | USD 13.21 0.14 1.05% |
PerformanceVery Weak
| Odds Of DistressLow
|
Gotham Enhanced is trading at 13.21 as of the 13th of March 2025; that is 1.05 percent down since the beginning of the trading day. The fund's open price was 13.35. Gotham Enhanced has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of December 2024 and ending today, the 13th of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity securities. The adviser will invest a portion of the assets in securities included in the SP 500 Index but not necessarily in the same weightings within the index. More on Gotham Enhanced 500
Moving together with Gotham Mutual Fund
Gotham Mutual Fund Highlights
| Fund Concentration | Gotham Funds, Large Blend Funds, Large Value Funds, Large Value, Gotham, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2025 |
Gotham Enhanced 500 [GEFPX] is traded in USA and was established 13th of March 2025. Gotham Enhanced is listed under Gotham category by Fama And French industry classification. The fund is listed under Large Value category and is part of Gotham family. This fund currently has accumulated 2.32 M in assets under management (AUM) with minimum initial investment of 25 K. Gotham Enhanced 500 is currently producing year-to-date (YTD) return of 0.58% with the current yeild of 0.0%, while the total return for the last 3 years was 13.83%.
Check Gotham Enhanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Gotham Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Gotham Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Gotham Enhanced 500 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Gotham Enhanced 500 Mutual Fund Constituents
| JNJ | Johnson Johnson | Stock | Health Care | |
| HON | Honeywell International | Stock | Industrials | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| PFE | Pfizer Inc | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Gotham Enhanced 500 Risk Profiles
| Mean Deviation | 0.8975 | |||
| Standard Deviation | 1.9 | |||
| Variance | 3.61 | |||
| Risk Adjusted Performance | (0.11) |
Gotham Enhanced Against Markets
Other Information on Investing in Gotham Mutual Fund
Gotham Enhanced financial ratios help investors to determine whether Gotham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Gotham with respect to the benefits of owning Gotham Enhanced security.
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