Five-Star Funds - One Disciplined Process
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Overall Morningstar Rating based on risk-adjusted returns for the period ending 2/28/2019. Past performance is no guarantee of future results.
The inception dates for GINDX, GTRFX, and GVALX are 3/31/2015, 3/31/2015, and 12/31/2015 respectively.
The Morningstar RatingTM (“star rating”) applies to managed products (funds, variable subaccounts, and separate accounts) at least three years old. Exchange-traded and open-end mutual funds are combined into a single population. The rating is based on a Morningstar Risk-Adjusted Return, measuring variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and consistent performance. The top 10% of products in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating is a weighted average of the three-, five-, and 10-year (if applicable) Morningstar Rating metrics.
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Mutual fund investing involves risks, including possible loss of principal. An investor should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. The prospectus and summary prospectus contain this and other information about the funds. The prospectus and summary prospectus are available on gothamfunds.com or by calling 888-705-0545.
Gotham Funds are distributed by Foreside Funds Distributors LLC. Gotham is not affiliated with Foreside.