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This actively managed exchange-traded fund (ETF) aims to achieve its investment objectives by primarily allocating capital to the equity shares of approximately 400 to 600 companies. These selected firms typically fall within the mid- to large-capitalization range and are chosen from the top 1,400 largest U.S.-listed businesses based on their overall market value.
Is GVLU's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Value ETFs witness a surge as tech falters, with SPVU, RPV, RZV, RFV and GVLU gaining on rate cut bets and rotation into defensive sectors.
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.
Gotham Asset Management is looking to short midcap and large-cap stocks with its latest exchange traded fund (ETF). Now, the issuer has launched the Gotham Short Strategies ETF (NYSE Arca: SHRT) on the New York Stock Exchange.
Gotham ETFs has launched a new value ETF this month.
Gotham Asset Management has launched the Gotham 1000 Value ETF (NYSE Arca: GVLU), an actively managed exchange-traded fund that begins trading Wednesday on the New York Stock Exchange Arca. GVLU invests in equity securities of 400 to 600 mid- to large-capitalization companies selected from a universe of the largest 1,400 companies listed on U.S. stock [.