Gotham Large Value Fund Quote

GVALX Fund  USD 14.10  0.07  0.49%   

Performance

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Odds Of Distress

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Gotham Large is trading at 14.10 as of the 19th of March 2025; that is 0.49 percent down since the beginning of the trading day. The fund's open price was 14.17. Gotham Large has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund seeks a total return greater than that of the SP 500 Index over a full market cycle, which is a period that includes both a bull market and a bear market cycle. Gotham Large is traded on NASDAQ Exchange in the United States. More on Gotham Large Value

Moving together with Gotham Mutual Fund

  0.95GCHDX Gotham Hedged EPairCorr
  0.92GDLFX Gotham Defensive LongPairCorr
  0.77GINDX Gotham Index PlusPairCorr

Gotham Mutual Fund Highlights

Fund ConcentrationGotham Funds, Large Value Funds, Large Value, Gotham (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Gotham Large Value [GVALX] is traded in USA and was established 19th of March 2025. Gotham Large 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 34.49 M in assets under management (AUM) with minimum initial investment of 100 K. Gotham Large Value is currently producing year-to-date (YTD) return of 1.3% with the current yeild of 0.02%, while the total return for the last 3 years was 8.43%.
Check Gotham Large Probability Of Bankruptcy

Instrument Allocation

Top Gotham Large Value Mutual Fund Constituents

HCAHCA HoldingsEtfHealth Care
XOMExxon Mobil CorpStockEnergy
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
TATT IncStockCommunication Services
PFEPfizer IncStockHealth Care
ORCLOracleStockInformation Technology
MOAltria GroupStockConsumer Staples
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Gotham Large Value Risk Profiles

Gotham Large Against Markets

Other Information on Investing in Gotham Mutual Fund

Gotham Large 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 Large security.
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