Nasdaq - Delayed Quote USD

Gotham Absolute Return Institutional (GARIX)

20.76
+0.07
+(0.34%)
At close: 8:09:19 AM EDT
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  • Previous Close 20.69
  • YTD Return -0.25%
  • Expense Ratio 1.50%
  • Category Long-Short Equity
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 759.62M
  • Beta (5Y Monthly) 0.62
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 270.00%
  • Last Dividend 0.01
  • Inception Date Aug 31, 2012

The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity and equity-related securities, primarily companies traded on U.S. markets. It generally takes long positions in securities that the Adviser believes to be undervalued and short positions in securities that the Adviser believes to be overvalued, based on the Adviser's analysis of the issuer's financial reports and market valuation.

Gotham

Fund Family

Long-Short Equity

Fund Category

759.62M

Net Assets

2012-08-31

Inception Date

Performance Overview: GARIX

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Trailing returns as of 5/15/2025. Category is Long-Short Equity.

YTD Return

GARIX
0.25%
Category
9.18%
 

1-Year Return

GARIX
9.38%
Category
22.90%
 

3-Year Return

GARIX
12.60%
Category
7.45%
 

5-Year Return

GARIX
12.88%
Category
7.00%
 

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Holdings: GARIX

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Sector Weightings

SectorGARIX
Technology   27.75%
Industrials   14.85%
Healthcare   12.38%
Energy   6.99%
Utilities   3.46%
Real Estate   0.00%

Recent News: GARIX

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Research Reports: GARIX

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