Invest $5 a day automatically
with no monthly fee
with no monthly fee
Joel Greenblatt, Co-Founder of Invest5, Managing Principal & Co-CIO of Gotham Asset Management, explains how it works:
Listen to the October Q&A with Joel Greenblatt
Invest for you,
your kids
or your grandkids
your kids
or your grandkids
Invest as little as $5 a day
Once a week, funds will be automatically transferred into your Invest5 account
Let compound
investing do the rest
investing do the rest
See the Power of Compounding
Try our Calculator
(Make your own estimates)
(Make your own estimates)
Starting amount
Your daily investment
Annual return
%
Years investing
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Potential value after 30 years:
Graph for illustrative purposes, see Important Information.
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Important Information
3 Reasons to Join
Most people don’t fully understand how powerful the effects of compounding can be. If they did, many would choose to start investing right away.
But seeing is believing. Make your own estimates in the calculator below and see this surprising power for yourself.
(Hint: Whatever estimates you choose, the answer will always be the same–the sooner you get started, the better!)
Investors are often emotional. That’s another way of saying– they are human. When the stock market or other investments don’t perform well over the short term, investors often sell their current investments, stop making additional investments or decide not to invest in the first place.
That’s usually a mistake. Markets have tended to rise over the long term. As we’ve already discussed, the S&P 500 index, a diversified portfolio of the largest and best companies traded in the U.S., has averaged a return of more than 10% per year over the last 50 years.
What to do?
Believe it or not, studying (of all things) organ donor programs from around the world may help provide an answer. In countries where people automatically participate, unless they explicitly “opt out”, more than 90% of people register to donate. In countries like the U.S., where you must “opt in” to participate, fewer than 15% of people register to do so. Why?
It’s not a difference in culture, it’s just that people tend to stay with the prevailing status quo. If it’s normal and usual to do something, that’s what most people do.
In other words, once you’ve signed up for an automatic investment program, it’s just easier to stick with it. And studies say, not just a little easier—a lot easier!
That’s usually a mistake. Markets have tended to rise over the long term. As we’ve already discussed, the S&P 500 index, a diversified portfolio of the largest and best companies traded in the U.S., has averaged a return of more than 10% per year over the last 50 years.
What to do?
Believe it or not, studying (of all things) organ donor programs from around the world may help provide an answer. In countries where people automatically participate, unless they explicitly “opt out”, more than 90% of people register to donate. In countries like the U.S., where you must “opt in” to participate, fewer than 15% of people register to do so. Why?
It’s not a difference in culture, it’s just that people tend to stay with the prevailing status quo. If it’s normal and usual to do something, that’s what most people do.
In other words, once you’ve signed up for an automatic investment program, it’s just easier to stick with it. And studies say, not just a little easier—a lot easier!
Is the market too expensive? Is now a good time to invest? What if something “bad” happens after I begin?
These are the questions that often prevent investors from even getting started.
But with Invest5, investors don’t have to predict the largely unpredictable: Which way will the market go next? With an automatic program that invests your money over time, answering that question becomes largely unimportant. In fact, when stocks get cheaper, the program works automatically to take advantage–as the same amount invested can now buy even more shares.
Long term investors never have to guess the right time to start. As long as stocks move up over the long term, getting started now makes sense for almost everyone.
So, please join us at Invest5. We think you, your kids and even your grandkids will be happy you did!
These are the questions that often prevent investors from even getting started.
But with Invest5, investors don’t have to predict the largely unpredictable: Which way will the market go next? With an automatic program that invests your money over time, answering that question becomes largely unimportant. In fact, when stocks get cheaper, the program works automatically to take advantage–as the same amount invested can now buy even more shares.
Long term investors never have to guess the right time to start. As long as stocks move up over the long term, getting started now makes sense for almost everyone.
So, please join us at Invest5. We think you, your kids and even your grandkids will be happy you did!
Joining is simple
Tell us about yourself
Choose daily
investment amount
investment amount
Set up automatic
recurring investments
recurring investments
Let compound
investing do the rest
investing do the rest
What am I investing in?
Your Invest5 account is invested in the Gotham Enhanced S&P 500 Index Fund (GSPFX), a mutual fund that buys all 500 stocks in the S&P 500 Index but reweights them, buying more of the ones we think are cheaper and less of the ones we believe are more expensive.
Overall Morningstar Rating based on risk-adjusted returns among 1,237 Large Blend Equity funds as of 10/31/2020.
Morningstar Rating™
Performance as of 10/31/2020
| Since Inception Cumulative1 | Since Inception Annualized1 | 3 Year | 1 Year | |
| Gotham Enhanced S&P 500 Index Fund2 | 58.64% | 12.78% | 10.37% | 6.11% |
| S&P 500 Total Return Index | 57.41% | 12.56% | 10.42% | 9.71% |
1Inception Date: 12/30/2016
2Net of all fees
Performance as of 9/30/2020
| Since Inception Cumulative1 | Since Inception Annualized1 | 3 Year | 1 Year | |
| Gotham Enhanced S&P 500 Index Fund2 | 63.60% | 14.02% | 12.37% | 11.53% |
| S&P 500 Total Return Index | 61.71% | 13.69% | 12.28% | 15.15% |
1Inception Date: 12/30/2016
2Net of all fees
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 of 0.50% (on an annual basis) for managing the Gotham Enhanced S&P 500 Index Fund (the "Fund").*
*The management fee is 0.50% and 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. The fund's expense ratio would have been 0.65% without the expense limitation agreement. This expense limitation is in place until at least January 31, 2023 and is exclusive of taxes, interest and extraordinary items. Please see the prospectus for more details.
Disclosures
The performance data quoted represents past performance. Past performance is no guarantee of future results. The Fund recently experienced significant negative short-term performance due to stock market volatility associated with the COVID-19 pandemic. Investment return and principal value will fluctuate so that an investor's shares upon redemption may be worth more or less than their original cost. The performance quoted does not reflect a 1% redemption fee imposed on shares redeemed or exchanged within 30 days of purchase. Returns would have been lower if certain expenses had not been reduced or reimbursed. To obtain performance through the most recent month-end, please call 888-705-0545.
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.
The Morningstar Rating ™ ("rating") is calculated for funds with at least a three-year history. Exchange-traded and open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating is a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. In the Large Blend category, GSPFX was rated 4 stars among 1,237 funds for the 3-year period ending 10/31/2020. © 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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 prospectuses and summary prospectuses 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.
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.
The Morningstar Rating ™ ("rating") is calculated for funds with at least a three-year history. Exchange-traded and open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating is a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. In the Large Blend category, GSPFX was rated 4 stars among 1,237 funds for the 3-year period ending 10/31/2020. © 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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 prospectuses and summary prospectuses 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.
