Gotham Index Plus (GINDX)

The Discipline of Index Investing Plus the Value of Active Management

GINDX has outperformed the S&P 500 and all 1200+ funds in Morningstar’s large blend category, since inception.

Overall Morningstar Rating TM

Active Plus Passive

GINDXS&P 500
Returns Since Inception45.95%35.95%

Inception date: March 31, 2015. Performance and Morningstar ranking based on total return through March 31, 2018.

The performance data quoted represents past performance. Investment return and principal value will fluctuate so that an investor's shares upon redemption may be worth more or less than their original cost. Returns would have been lower if certain expenses had not been reduced or reimbursed.

For performance current to the most recent month-end, please click here. Past performance is no guarantee of future results.

“The best strategy for you is not only one that makes sense but one you can stick with.”

— Joel Greenblatt, Co-CIO

Read More About the Fund
  • Designed to more closely track the S&P 500
  • Historically minimal tax distributions
  • 1% management fee*
  • Core equity allocation

GINDX is designed to be an investment you can stick with.

It combines the S&P 500 Plus an actively managed long/short overlay.

Active long/short component is designed to be additive to index return Plus provide protection in down markets.