GEFPX Mutual Fund

NAV$13.95

Fund Essentials

Net Assets
$5M
Expense Ratio
2.02%
Dividend Yield (Current)
0.44%
Holdings
496
Inception Date
Sep 30, 2016
Fund Family
Gotham Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-5.32%
1 Year+8.52%
3 Year+11.65%
5 Year+14.33%

Asset Allocation

Stocks: 100.00%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.44%
Frequency
Annually
Latest Distribution
$1.61
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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GEFPX Mutual Fund Overview

GEFPX Mutual Fund (Gotham Enhanced Core Fund Institutional Class) is managed by Gotham Funds with $5.4M in net assets. GEFPX expense ratio is 2.02%, holding 496 positions across various sectors. Inception date: 2016-09-30.

GEFPX performance shows a YTD return of -5.32%. The 1-year return is 8.52% and the 5-year return is 14.33%. GEFPX dividend yield stands at 0.44%, paid annually.

GEFPX top holdings include a diversified portfolio. View all GEFPX holdings, sector breakdown, or dividend history.

GEFPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GEFPX alternatives are available via the screener, along with tax-loss harvesting opportunities.