GSPFX – Gotham Enhanced S&P 500 Index Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances in equity securities. It invests at least 80% of its assets in securities of issuers included in the S&P 500® Index (the "index") at the time of purchase, but not necessarily at index weightings. The Adviser seeks to capitalize on pricing inefficiencies in the market by employing a systematic, bottom-up, valuation approach based on the Adviser's proprietary analytical framework to identify companies that appear to be undervalued or overvalued on both an absolute and relative basis.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GSPFX	Gotham Enhanced S&P 500 Index Fund Institutional Class	Institutional	Open			Dec 30, 2016	$28.14M	0.500%	Below Average	$5,000	−$323,712.35

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