Gotham Mutual Fund Quote

GEFPX
 Fund
  

USD 11.40  0.37  3.14%   

Market Performance
0 of 100
Odds Of Distress
Less than 20
Gotham Enhanced is trading at 11.40 as of the 4th of October 2022; that is -3.14 percent decrease since the beginning of the trading day. The fund's open price was 11.77. Gotham Enhanced has about a 20 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Gotham Enhanced 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of August 2022 and ending today, the 4th of October 2022. Click here to learn more.
The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity securities. The adviser will invest a portion of the assets in securities included in the SP 500 Index but not necessarily in the same weightings within the index. More on Gotham Enhanced 500

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Gotham Enhanced Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Gotham Enhanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Gotham Enhanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Gotham Enhanced 500 generated a negative expected return over the last 90 days
The fund retains 99.51% of its assets under management (AUM) in equities
Thematic IdeaLarge Value (view all)
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Gotham Enhanced's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year0.93
Startdate30th of September 2016
Gotham Enhanced 500 [GEFPX] is traded in USA and was established 4th of October 2022. The fund is listed under Large Value category and is part of Gotham family. The entity is thematically classified as Large Value. Gotham Enhanced 500 currently has accumulated 3.78 M in assets under management (AUM) with minimum initial investment of 25 K. , while the total return for the last 3 years was 8.32%.
Check Gotham Enhanced Probability Of Bankruptcy

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 Enhanced 500 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.

Top Gotham Enhanced 500 Constituents

Gotham Enhanced Target Price Odds Analysis

Based on a normal probability distribution, the odds of Gotham Enhanced jumping above the current price in 90 days from now is about 98.0%. The Gotham Enhanced 500 probability density function shows the probability of Gotham Enhanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Gotham Enhanced 500 has a beta of -0.0352. This usually indicates as returns on benchmark increase, returns on holding Gotham Enhanced are expected to decrease at a much lower rate. During the bear market, however, Gotham Enhanced 500 is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Gotham Enhanced 500 is significantly underperforming DOW.
  Odds Below 11.4HorizonTargetOdds Above 11.4
1.71%90 days
 11.40 
98.26%
Based on a normal probability distribution, the odds of Gotham Enhanced to move above the current price in 90 days from now is about 98.0 (This Gotham Enhanced 500 probability density function shows the probability of Gotham Mutual Fund to fall within a particular range of prices over 90 days) .

Gotham Enhanced 500 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Gotham Enhanced market risk premium is the additional return an investor will receive from holding Gotham Enhanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Gotham Enhanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Gotham Enhanced's alpha and beta are two of the key measurements used to evaluate Gotham Enhanced's performance over the market, the standard measures of volatility play an important role as well.

Gotham Enhanced Against Markets

Picking the right benchmark for Gotham Enhanced mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Gotham Enhanced mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Gotham Enhanced is critical whether you are bullish or bearish towards Gotham Enhanced 500 at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Gotham Enhanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Gotham Enhanced 500?

The danger of trading Gotham Enhanced 500 is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Gotham Enhanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Gotham Enhanced. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Gotham Enhanced 500 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Risk vs Return Analysis. You can also try Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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When running Gotham Enhanced 500 price analysis, check to measure Gotham Enhanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Gotham Enhanced is operating at the current time. Most of Gotham Enhanced's value examination focuses on studying past and present price action to predict the probability of Gotham Enhanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Gotham Enhanced's price. Additionally, you may evaluate how the addition of Gotham Enhanced to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Gotham Enhanced's value and its price as these two are different measures arrived at by different means. Investors typically determine Gotham Enhanced value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Gotham Enhanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.