Caldwell Orkin is trading at 52.48 as of the 22nd of November 2024; that is 1.08 percent increase since the beginning of the trading day. The fund's open price was 51.92. Caldwell Orkin has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Caldwell Orkin Market are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The funds principal investment strategy involves active asset allocation among long, short and cash positions in an effort to mitigate market risk , while employing fundamental and technical analysis in an effort to mitigate stock selection risk. It typically invests between 30 percent and 100 percent of its net assets in common stocks and ETFs, and between 0 percent and 30 percent in cash, money market investments or fixed income securities. More on Caldwell Orkin Market
Caldwell Orkin Market [COAGX] is traded in USA and was established 22nd of November 2024. Caldwell Orkin is listed under Caldwell & Orkin category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Caldwell & Orkin family. This fund currently has accumulated 20.81 M in assets under management (AUM) with minimum initial investment of 5 K. Caldwell Orkin Market is currently producing year-to-date (YTD) return of 36.94%, while the total return for the last 3 years was 19.04%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Caldwell Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Caldwell Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Caldwell Orkin Market Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Caldwell Orkin Market Mutual Fund Constituents
Other Information on Investing in Caldwell Mutual Fund
Caldwell Orkin financial ratios help investors to determine whether Caldwell Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Caldwell with respect to the benefits of owning Caldwell Orkin security.
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance