Gateway:Gateway Fd;A (GATEX.O)

At A Glance

You hold GATEX.O in 0 portfolios

Net Asset Value

29.49USD

 0.08 +0.27%

12/18/2014

Category
Sector Equity
YTD Return (Cumulative)
 3.01%
Classification
Equity Mkt Neutral
5 Year Return (Annualized)
 5.00%
Manager Benchmark
Lipper Alt Eq Mkt Ntl IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since August, 2005 »

 GATEX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyGateway
Inception Date12/07/1977
Portfolio Turnover10%
Dividend Yield--
Fund ManagerStewart/Buckius/Toft
Manager Tenure2006
Gateway Investment Advisers LLC
312 Walnut Street
Cincinnati, OH 45202-9834

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio0.94%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee--
Initial Investment$2,500
Subsequent Investments$100
Initial IRA Investments$1,000
Subsequent IRA Investments$100

Investment Strategy

The Fund seeks to capture the majority of the returns associated with equity market investments, while exposing investors to less risk than other equity investments. Under normal circumstances, the Fund invests in a diversified portfolio of stocks, while also selling index call options and purchasing index put options.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
70
Consistent Return
 
70
Capital Preservation
 
10945
Low Expense
 
22
Tax Efficiency (U.S. only)
 
70

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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