Gotham Large Value Institutional (GVALX) Research

The Gotham Large Value Institutional fund aims to generate a total return that exceeds the S&P 500® Index. This performance objective is measured across a complete market cycle, which includes both upward-trending (bull) and downward-trending (bear) market periods. The fund primarily invests in the common shares of U.S. companies that are constituents of the S&P 500® Index, though it retains the flexibility to invest in other large-capitalization American firms, typically chosen from the 500 to 700 largest U.S. corporations by market value.

Market snapshot

Symbol
GVALX
Price
$15.41
Day change
0.00%
Market cap
$31.7M
52-week range
14.02-15.84
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Dana Concentrated Dividend ETF (DIVE)
  • Rydex Consumer Products Fund Class Investor (RYCIX)
  • Rydex Consumer Products Fund Class A (RYPDX)
  • NAA Opportunity Fund Class A (SAOAX)
  • Guggenheim Alpha Opportunity Fund Institutional Class (SAOIX)
  • ProFunds Small Cap Growth Fund Investor Class (SGPIX)
  • Easterly Snow Small Cap Value Fund Class I (SNWIX)
  • TCW Conservative Allocation Fund Cl N (TGPNX)

Open Gotham Large Value Institutional (GVALX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.