Gotham Total is trading at 14.07 as of the 1st of October 2025; that is 0.35 percent down since the beginning of the trading day. The fund's open price was 14.12. Gotham Total has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of July 2025 and ending today, the 1st of October 2025. Click here to learn more.
The advisor intends to allocate the majority of its assets among mutual funds advised by Gotham . Each of the underlying funds utilize a longshort equity strategy with varying levels of net exposure . The funds allocation to the underlying funds and investments may be rebalanced based on the advisers current assessment of market conditions.. More on Gotham Total Return
Gotham Total Return [GTRFX] is traded in USA and was established 1st of October 2025. Gotham Total is listed under Gotham category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Gotham family. This fund currently has accumulated 20.01 M in assets under management (AUM) with no minimum investment requirementsGotham Total Return is currently producing year-to-date (YTD) return of 6.71% with the current yeild of 0.02%, while the total return for the last 3 years was 11.03%.
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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 Total Return 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 Total 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 Total security.