About GVALX
Gotham Large Value Fund Institutional Class is a value-focused mutual fund specializing in U.S. large-cap equities. The fund employs a long-only strategy, investing primarily in common stocks of the largest 500–700 U.S. companies by market capitalization. Its primary objective is long-term capital appreciation, aiming to achieve total returns that exceed those of the S&P 500 Index over a full market cycle, which includes both rising and falling markets. The portfolio is constructed and rebalanced daily using Gotham's proprietary equity research, analytical framework, and disciplined risk controls. Stocks are weighted more heavily if they trade at a greater discount to Gotham’s assessment of intrinsic value, with risk managed by limiting concentrations in individual companies, industries, or sectors. Key sector exposures include industrials, financials, health care, consumer discretionary, and information technology, offering investors diversified access to major segments of the U.S. economy through a value-driven approach.
Fund Family Gotham
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GVALX
Share Class Institutional Class
Index S&P 500 TR
GVALX had a total return of 23.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.08%.
