Invest For You, Your Kids or Your Grandkids!
Invest as little as $5 a day – automatically from your bank account
Start with $0 in your account (or $10,000 or any amount you choose)
Once a week, funds will be automatically transferred from your bank into your Invest5 account
The Power of Compounding
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Annual return | $ |
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What am I investing in?
No monthly fee - how do we do it?
There are no monthly fees to open or maintain an Invest5 account.
Gotham Asset Management, LLC ("Gotham") receives a management fee
for managing the Gotham Enhanced S&P 500 Index Fund (the "Fund").
The net expense ratio, which is what investors actually pay inclusive of the management fee, is capped at 0.50%
pursuant to an expense limitation agreement through at least January 31, 2023.
The Fund’s expense ratio would have been 0.65% without the expense
limitation agreement.
Please see the prospectus for more details.
Performance as of 12/31/2022
Since Inception Cumulative1 | Since Inception Annualized1 | 5 Year | 3 Year | 1 Year | |
Gotham Enhanced S&P 500 Index Fund2 | 95.51% | 11.82% | 9.35% | 7.33% | -14.74% |
S&P 500 Total Return Index | 91.13% | 11.40% | 9.42% | 7.66% | -18.11% |
1Inception Date: 12/30/2016
2Net of all fees
Performance as of 12/31/2022
Since Inception Cumulative1 | Since Inception Annualized1 | 5 Year | 3 Year | 1 Year | |
Gotham Enhanced S&P 500 Index Fund2 | 95.51% | 11.82% | 9.35% | 7.33% | -14.74% |
S&P 500 Total Return Index | 91.13% | 11.40% | 9.42% | 7.66% | -18.11% |
1Inception Date: 12/30/2016
2Net of all fees
The S&P 500 Total Return Index is a commonly followed equity index and is generally considered a barometer of the U.S. equity market. Returns for the S&P 500 Total Return Index include the reinvestment of income and do not include transaction fees, management fees or any other costs. The performance and volatility of the Fund will be different than those of the index. It is not possible to invest directly in the index. This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.
Mutual fund investing involves risks, including possible loss of principal. It is anticipated that the Fund will frequently adjust the size of positions and thus may experience high portfolio turnover which may increase brokerage costs. Please see the prospectus for additional information.
An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus and summary prospectus contain this and other information about the Fund. The prospectus and summary prospectus should be read carefully before investing. Gotham Funds, including the Fund, are distributed by Foreside Funds Distributors LLC ("FFD"). Gotham Asset Management, LLC is the investment adviser to the Gotham Funds and is not affiliated with FFD. FFD does not open, maintain or monitor customer accounts, nor does it accept any investments or handle purchase or redemption requests. Shareholder accounts invested directly with the Gotham Funds are held at the transfer agent, BNY Mellon Investment Servicing.
Mutual fund investing involves risks, including possible loss of principal. It is anticipated that the Fund will frequently adjust the size of positions and thus may experience high portfolio turnover which may increase brokerage costs. Please see the prospectus for additional information.
An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus and summary prospectus contain this and other information about the Fund. The prospectus and summary prospectus should be read carefully before investing. Gotham Funds, including the Fund, are distributed by Foreside Funds Distributors LLC ("FFD"). Gotham Asset Management, LLC is the investment adviser to the Gotham Funds and is not affiliated with FFD. FFD does not open, maintain or monitor customer accounts, nor does it accept any investments or handle purchase or redemption requests. Shareholder accounts invested directly with the Gotham Funds are held at the transfer agent, BNY Mellon Investment Servicing.