Investment Test Drive

GONFX Gotham Neutral 500 Institutional

9 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund GONFX Gotham Neutral 500 Institutional GABCX Gabelli ABC AAA MNA IQ Merger Arbitrage ETF  
100% 87% 90%
Annual Fees
(1.50% Exp. Ratio)
(0.59% Exp. Ratio)
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.15% annual return
$12,026.06 $15,846.69 $15,008.11
Est. savings over 30 yrs +$3,820.63 +$2,982.06
As of 12/31/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.08%
3 YR 2.18%
5 YR 3.31%
10 YR 3.28%
1 YR RETURN 4.86%
3 YR 3.79%
5 YR 3.90%
10 YR --
The investment seeks long-term capital appreciation with minimal correlation to the general stock market. The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity securities. It invests primarily in U.S. common stocks of companies listed in the S&P 500® Index, but may invest in other large capitalization companies, generally selected from the largest 500 to 700 U.S. companies by market capitalization. The fund will generally take long positions in securities that the Adviser believes to be undervalued and short positions in securities that the Adviser believes to be overvalued.
The investment seeks total return. The fund invests primarily in securities of domestic and foreign issuers that the fund's investment adviser, believes provide attractive opportunities for appreciation or investment income. The Adviser seeks to limit excessive risk of capital loss by utilizing various investment strategies, including investing in value oriented common stocks, i.e., common stocks that trade at a significant discount to the Adviser's assessment of their "private market value" virtually risk free U.S. Treasury Bills, and by utilizing certain "arbitrage" strategies. It is non-diversified.
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ Merger Arbitrage Index. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index. The underlying index seeks to employ a systematic investment process designed to identify opportunities in companies whose equity securities trade in developed markets, including the U.S., and which are involved in announced mergers, acquisitions and other buyout-related transactions. The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!