GVALX Mutual Fund (Gotham Large Value Fund Institutional Class) is managed by Gotham Funds with $32.1M in net assets. GVALX expense ratio is 0.75%, holding 247 positions across sectors including Industrials, Health Care, Consumer Staples. Inception date: 2015-12-31.

GVALX performance shows a YTD return of 10.17%. The 1-year return is 18.85% and the 5-year return is 9.97%. GVALX dividend yield stands at 10.65%, paid annually.

GVALX top holdings include Caterpillar, Inc. (2.3%), Nuvalent Inc-A (2.3%), Verizon Communications, Inc. (1.7%), Pfizer Inc USD 0.05 (1.5%), Applied Materials, Inc. (1.5%). View all GVALX holdings, sector breakdown, or dividend history.

GVALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.