GFFIX — Gator Financial Fund

Data updated: 2020-06-03

GFFIX — Gator Financial Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Financials Equity · $2.05M AUM · 1.49% expense ratio. From SEC regulatory filings.

GFFIX Fund Overview

GFFIX — Gator Financial Fund is a US mutual fund managed by Gator Series Trust, categorised as Financials Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Gator Series Trust
  • Category: Financials Equity
  • Assets under management: $2.05M
  • Ticker: GFFIX
  • SEC CIK: 0001567138
  • SEC series ID: S000040310
  • Share class ID: C000125209

GFFIX Costs and Fees

GFFIX costs about $149 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.49%
  • Gross expense ratio: 4.66%
  • Portfolio turnover: 54%
  • Brokerage commissions: 11.57 bps of average net assets (SEC N-CEN)

GFFIX Cashflows

Over the 12 months to 2020-03, Gator Financial Fund had net outflows of $94.53K, from monthly SEC N-PORT filings.

MonthNet flow
2020-03−$89.22K
2020-02$400
2020-01−$5.71K

GFFIX Debt Constituents

No individual debt constituents are reported in Gator Financial Fund's latest SEC N-PORT filing.

GFFIX Prospectus and SEC Filings

Official Gator Financial Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.