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Mutual Funds

Gotham Funds

Exchange Hours Website
9:30 - 15:59 ET www.gothamfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
LATEEF FOCUSED SUSTAINABLE GROWTH FUND LIMAX USD 5,000 USD 5,000 Stock N/A A Yes
LATEEF FOCUSED SUSTAINABLE GROWTH FUND LIMIX USD 1,000,000 USD 5,000 Stock N/A I Yes
POLEN GROWTH FUND POLIX USD 100,000 USD 3,000 Stock N/A INSTITUTIONAL Yes
GOTHAM ABSOLUTE FUND GARIX USD 250,000 USD 250,000 N/A No Load INSTITUTIONAL CLASS Yes
GOTHAM ENHANCED RETURN FUND GENIX USD 100,000 USD 250,000 N/A No Load INSTITUTIONAL CLASS Yes
GOTHAM NEUTRAL FUND GONIX USD 100,000 USD 250,000 N/A No Load INSTITUTIONAL CLASS Yes
GOTHAM INDEX PLUS FUND GINDX USD 100,000 USD 250,000 N/A No Load INSTITUTIONAL CLASS Yes
GOTHAN TOTAL RETURN FUND GTRFX USD 250,000 USD 250,000 N/A No Load INSTITUTIONAL CLASS Yes
GOTHAM LARGE VALUE FUND GVALX USD 100,000 USD 5,000,000 N/A No Load INSTITUTIONAL CLASS Yes
GOTHAM HEDGED PLUS FUND GHPLX USD 250,000 USD 250,000 N/A No Load INSTITUTIONAL CLASS Yes
GOTHAM ABSOLUTE 500 CORE FUND GACFX USD 250,000 USD 250,000 N/A N/A INSTITUTIONAL CLASS Yes
GOTHAM NEUTRAL 500 FUND GONFX USD 100,000 USD 250,000 N/A N/A INSTITUTIONAL CLASS Yes
GOTHAM HEDGED CORE FUND GCHDX USD 25,000 USD 250,000 N/A N/A INSTITUTIONAL CLASS Yes
GOTHAM ENHANCED S&P 500 INDEX FUND GSPFX USD 5,000 USD 5,000 N/A N/A INSTITUTIONAL CLASS Yes
GOTHAM DEFENSIVE LONG 500 FUND GDLFX USD 100,000 USD 250,000 N/A N/A INSTITUTIONAL CLASS Yes
GOTHAM ENHANCED 500 CORE FUND GEFPX USD 100,000 USD 250,000 N/A N/A INSTITUTIONAL CLASS Yes
GOTHAM SHORT STRATEGIES FUND GSSFX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL CLASS Yes
GOTHAM INDEX PLUS FUND GNNDX USD 2,500 USD 2,500 N/A N/A N Yes
GOTHAM TOTAL RETURN FUND GTRNX USD 2,500 USD 2,500 N/A N/A N Yes

Notes:

  1. Advisor minimums may be lower.