Invest $5 a Day Automatically
with No Monthly Fee
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Learn from Joel Greenblatt
Hi, I’m Joel Greenblatt, I’ll be your instructor during your time here at Invest5 University (okay, I’m also the Dean of Students, head groundskeeper and pretty much everything else here at Invest5 University). But that’s okay. I love teaching, I love writing and I love investing...
Continue ➜
Learn from
Joel Greenblatt
Joel Greenblatt
Hi, I’m Joel Greenblatt, I’ll be your instructor during your time here at Invest5 University (okay, I’m also the Dean of Students, head groundskeeper and pretty much everything else here at Invest5 University). But that’s okay. I love teaching, I love writing and I love investing...
Continue ➜
Watch the April Q&A video podcast with Joel Greenblatt on Invest5 University ➜
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
It's kind of like telling your money to get a job!
$314,398
Potential value after 30 years.*
| This is the current market value of your portfolio. | |
| Starting amount | $ |
| Try $5, $10, $20 or more. | |
| Your daily investment | $ |
| This is a hypothetical rate of return. Please make sure you read the important information below to learn more. | |
| Annual return | $ |
| Usually the longer you compound, the higher your potential return. | |
| Years investing | $ |
Play with the calculator (make your own estimates) |
Calculate |
*Hypothetical calculator based on inputs selected, for educational purposes only.
Higher rates of return are typically associated with
greater volatility and higher risk of principal loss.
Please see the Important Information link below.
Important Information
3 Reasons to Join
#1 The compounding doesn’t start until you start.
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 understanding the true power of compounding is not intuitive. The math must be seen to be believed.
When investment returns are positive, the benefit of having more and more money available to invest compounds over time. That’s because the returns earned by your original investment have an opportunity to earn returns of their own. The result is that small amounts invested today can turn into surprisingly large amounts the longer they remain invested.
Once you understand how the numbers work, it’s pretty clear why Warren Buffett believes, “My life has been a product of compound interest.”
But seeing is believing.
Make your own estimates in the calculator 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!)
It’s easy to become a part of Invest5
Tell us about yourself.
Choose how much to invest.
Link your bank account.
Start growing your future.
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. Learn more about the fund.
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 3/31/2021
| Since Inception Cumulative1 | Since Inception Annualized1 | 3 Year | 1 Year | |
| Gotham Enhanced S&P 500 Index Fund2 | 91.52% | 16.52% | 15.03% | 50.70% |
| S&P 500 Total Return Index | 92.55% | 16.70% | 16.78% | 56.35% |
1Inception Date: 12/30/2016
2Net of all fees
Performance as of 5/31/2021
| Since Inception Cumulative1 | Since Inception Annualized1 | 3 Year | 1 Year | |
| Gotham Enhanced S&P 500 Index Fund2 | 103.59% | 17.47% | 16.23% | 37.37% |
| S&P 500 Total Return Index | 104.24% | 17.60% | 18.00% | 40.32% |
1Inception Date: 12/30/2016
2Net of all fees
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. 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.
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.
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.
Disclosures
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.