Gotham 1000 Value ETF
GVLU
Market cap $169M

22.59 USD

+0.37

1.67%

At close May 2, 4:00 PM EDT

1 day

1.67%

5 days

1.35%

1 month

-3.54%

3 months

-6.34%

6 months

-7.61%

Year to date

-4.24%

1 year

-0.79%

5 years

14.55%

10 years

14.55%

Funds holding %

of 7,425 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

27% more capital invested

Capital invested by funds: $78.1M [Q3] → $99.4M (+$21.3M) [Q4]

8.8% more ownership

Funds ownership: 47.35% [Q3] → 56.15% (+8.8%) [Q4]

8% more funds holding

Funds holding: 12 [Q3] → 13 (+1) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for GVLU.

See Analyst Rankings

Financial journalist opinion

Positive

Seeking Alpha

7 months ago

GVLU: Multi-Cap Value And Quality Fund Beating Its Benchmark

GVLU is an actively managed multi-cap value fund with a 0.50% expense ratio and $160 million in assets under management. Managers Joel Greenblatt and Robert Goldstein emphasize quality and value, believing these two factors will lead to superior long-term returns. I tested GVLU's fundamentals against four alternatives. GVLU offers an excellent valuation discount against its benchmark, the Russell 1000 Value Index. Its weighted average 10.18% return on total capital was also impressive compared to other multi-cap funds.

See News Rankings

Charts implemented using Lightweight Charts™

Gotham 1000 Value ETFGVLU Market cap $169M