Gotham Mutual Fund Quote

GESGX
 Fund
  

USD 10.65  0.25  2.29%   

Market Performance
0 of 100
Odds Of Distress
Less than 50
Gotham ESG is trading at 10.65 as of the 30th of September 2022; that is -2.29 percent decrease since the beginning of the trading day. The fund's open price was 10.9. Gotham ESG has 50 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Gotham ESG Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of October 2020 and ending today, the 30th of September 2022. Click here to learn more.
The fund invests at least 80 percent of its net assets in the securities of large capitalization companies that meet the funds environmental, socially responsible and governance criteria at the time of investment. Gotham ESG is traded on NASDAQ Exchange in the United States. More on Gotham ESG Large

Moving together with Gotham ESG

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Gotham ESG 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 ESG's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Gotham ESG or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Gotham ESG Large generated a negative expected return over the last 90 days
Gotham ESG Large has high likelihood to experience some financial distress in the next 2 years
The fund retains all 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 ESG's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Startdate28th of December 2018
Gotham ESG Large [GESGX] is traded in USA and was established 30th of September 2022. The fund is listed under Large Value category and is part of Gotham family. The entity is thematically classified as Large Value. Gotham ESG Large currently has accumulated 1.55 M in assets under management (AUM) with minimum initial investment of 100 K. , while the total return for the last year was 2.16%.
Check Gotham ESG 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 ESG Large 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 ESG Large Constituents

Gotham ESG Target Price Odds Analysis

Based on a normal probability distribution, the odds of Gotham ESG jumping above the current price in 90 days from now is about 99.0%. The Gotham ESG Large probability density function shows the probability of Gotham ESG mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Gotham ESG Large has a beta of -0.0036. This usually indicates as returns on benchmark increase, returns on holding Gotham ESG are expected to decrease at a much lower rate. During the bear market, however, Gotham ESG Large 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 ESG Large is significantly underperforming DOW.
  Odds Below 10.65HorizonTargetOdds Above 10.65
1.31%90 days
 10.65 
98.66%
Based on a normal probability distribution, the odds of Gotham ESG to move above the current price in 90 days from now is about 99.0 (This Gotham ESG Large probability density function shows the probability of Gotham Mutual Fund to fall within a particular range of prices over 90 days) .

Gotham ESG Large Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Gotham ESG market risk premium is the additional return an investor will receive from holding Gotham ESG 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 ESG. 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 ESG's alpha and beta are two of the key measurements used to evaluate Gotham ESG's performance over the market, the standard measures of volatility play an important role as well.

Gotham ESG Against Markets

Picking the right benchmark for Gotham ESG 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 ESG 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 ESG is critical whether you are bullish or bearish towards Gotham ESG Large 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 ESG 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 ESG Large?

The danger of trading Gotham ESG Large 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 ESG 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 ESG. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Gotham ESG Large 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. Note that the Gotham ESG Large information on this page should be used as a complementary analysis to other Gotham ESG's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Global Correlations module to find global opportunities by holding instruments from different markets.

Complementary Tools for Gotham Mutual Fund analysis

When running Gotham ESG Large price analysis, check to measure Gotham ESG'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 ESG is operating at the current time. Most of Gotham ESG's value examination focuses on studying past and present price action to predict the probability of Gotham ESG's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Gotham ESG's price. Additionally, you may evaluate how the addition of Gotham ESG to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Gotham ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine Gotham ESG value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Gotham ESG'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.