GVALX Mutual Fund

GVALX Mutual Fund (Gotham Large Value Fund Institutional Class) is managed by Gotham Funds with $32.5M in net assets. GVALX expense ratio is 0.75%, holding 247 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2015-12-31.

GVALX performance shows a YTD return of 12.29%. The 1-year return is 21.72% and the 5-year return is 10.24%. GVALX dividend yield stands at 10.13%, paid annually.

GVALX top holdings include Lrcx Uw Equity (2.7%), Caterpillar, Inc. (1.7%), Merck & Company Inc (1.5%), Qualcomm Inc. (1.3%), Coca Cola Co. (1.3%). Go to all GVALX holdings, GVALX sectors, or GVALX dividends.

GVALX can be compared against other funds. Use GVALX overlap to find shared positions, or GVALX vs another fund for a side-by-side view. GVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.