Gotham Hedged E Fund Quote
| GCHDX Fund | USD 12.49 0.02 0.16% |
PerformanceSolid
| Odds Of DistressLow
|
Gotham Hedged is trading at 12.49 as of the 19th of July 2025; that is 0.16 percent up since the beginning of the trading day. The fund's open price was 12.47. Gotham Hedged has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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 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 funds long positions minus its short positions, in the range of approximately 70 100.. More on Gotham Hedged E
Moving together with Gotham Mutual Fund
| 0.99 | GDLFX | Gotham Defensive Long | PairCorr |
| 0.96 | GVALX | Gotham Large Value | PairCorr |
| 0.97 | GEFPX | Gotham Enhanced 500 | PairCorr |
| 0.98 | GENIX | Gotham Enhanced Return | PairCorr |
| 0.97 | GINDX | Gotham Index Plus | PairCorr |
Moving against Gotham Mutual Fund
Gotham Mutual Fund Highlights
| Fund Concentration | Gotham Funds, Large Value Funds, Long-Short Equity Funds, Long-Short Equity, Gotham, Large Value, Long-Short Equity (View all Sectors) |
| Update Date | 30th of June 2025 |
Gotham Hedged E [GCHDX] is traded in USA and was established 19th of July 2025. Gotham Hedged is listed under Gotham category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Gotham family. This fund currently has accumulated 2.56 M in assets under management (AUM) with minimum initial investment of 25 K. Gotham Hedged E is currently producing year-to-date (YTD) return of 2.21% with the current yeild of 0.01%, while the total return for the last 3 years was 10.9%.
Check Gotham Hedged 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 Hedged E 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 Hedged E Mutual Fund Constituents
| LH | Laboratory of | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| GIS | General Mills | Stock | Consumer Staples | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| KO | The Coca Cola | Stock | Consumer Staples |
Gotham Hedged E Risk Profiles
| Mean Deviation | 0.5286 | |||
| Semi Deviation | 0.2737 | |||
| Standard Deviation | 0.7106 | |||
| Variance | 0.5049 |
Gotham Hedged Against Markets
Other Information on Investing in Gotham Mutual Fund
Gotham Hedged 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 Hedged security.
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