Gotham Index is trading at 29.86 as of the 20th of July 2025; that is 0.17 percent down since the beginning of the trading day. The fund's open price was 29.91. Gotham Index has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests in long and short positions of equity and equity-related securities. The Adviser will invest a portion of the assets in securities intended to track the performance of the SP 500 Index and additional exposure to a longshort portfolio, consisting of long and short positions, generally selected from the largest 500 to 700 U.S. More on Gotham Index Plus
Gotham Index Plus [GNNDX] is traded in USA and was established 20th of July 2025. Gotham Index is listed under Gotham category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Gotham family. This fund currently has accumulated 487.38 M in assets under management (AUM) with minimum initial investment of 2.5 K. Gotham Index Plus is currently producing year-to-date (YTD) return of 8.66%, while the total return for the last 3 years was 21.45%.
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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 Index Plus 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.
Other Information on Investing in Gotham Mutual Fund
Gotham Index 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 Index security.