Gotham Enhanced Sp Fund Quote
| GSPFX Fund | USD 20.24 0.07 0.34% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Gotham Enhanced is trading at 20.24 as of the 28th of November 2024; that is 0.34 percent down since the beginning of the trading day. The fund's open price was 20.31. Gotham Enhanced has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Gotham Enhanced Sp are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing under normal circumstances in equity securities. It invests at least 80 percent of its assets in securities of issuers included in the SP 500 Index at the time of purchase, but not necessarily at index weightings. More on Gotham Enhanced Sp
Moving together with Gotham Mutual Fund
Gotham Mutual Fund Highlights
| Fund Concentration | Gotham Funds, Large Blend Funds, Large Blend, Gotham, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Gotham Enhanced Sp [GSPFX] is traded in USA and was established 28th of November 2024. Gotham Enhanced 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 17.96 M in assets under management (AUM) with minimum initial investment of 5 K. Gotham Enhanced Sp is currently producing year-to-date (YTD) return of 25.42% with the current yeild of 0.01%, while the total return for the last 3 years was 11.38%.
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 Sp 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 Sp Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials | |
| AMGN | Amgen Inc | Stock | Health Care | |
| IBM | International Business Machines | Stock | Information Technology | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Gotham Enhanced Top Holders
| GTRNX | Gotham Total Return | Mutual Fund | Long-Short Equity | |
| GTRFX | Gotham Total Return | Mutual Fund | Long-Short Equity |
Gotham Enhanced Sp Risk Profiles
| Mean Deviation | 0.5113 | |||
| Semi Deviation | 0.5639 | |||
| Standard Deviation | 0.7098 | |||
| Variance | 0.5039 |
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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