Caldwell Orkin Market Fund Quote
| COAGX Fund | USD 53.09 0.47 0.88% |
Performance12 of 100
| Odds Of DistressLess than 19
|
Caldwell Orkin is trading at 53.09 as of the 3rd of February 2025; that is 0.88 percent decrease since the beginning of the trading day. The fund's open price was 53.56. Caldwell Orkin has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 9th of February 2024 and ending today, the 3rd of February 2025. 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
Moving together with Caldwell Mutual Fund
Caldwell Mutual Fund Highlights
| Fund Concentration | Caldwell & Orkin Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Caldwell & Orkin, Large, Long-Short Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 26th of August 2022 |
| Fiscal Year End | April |
Caldwell Orkin Market [COAGX] is traded in USA and was established 3rd of February 2025. 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 6.48% with the current yeild of 0.01%, while the total return for the last 3 years was 19.88%.
Check Caldwell Orkin Probability Of Bankruptcy
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
| NUGT | Direxion Daily Gold | Etf | Trading--Leveraged Equity | |
| AWK | American Water Works | Stock | Utilities | |
| STI | Solidion Technology | Stock | Industrials | |
| RKT | Rocket Companies | Stock | Financials | |
| MLCO | Melco Resorts Entertainment | Stock | Consumer Discretionary | |
| GS | Goldman Sachs Group | Stock | Financials | |
| AMP | Ameriprise Financial | Stock | Financials | |
| SBUX | Starbucks | Stock | Consumer Discretionary |
Caldwell Orkin Market Risk Profiles
| Mean Deviation | 0.8879 | |||
| Semi Deviation | 0.8154 | |||
| Standard Deviation | 1.44 | |||
| Variance | 2.08 |
Caldwell Orkin Against Markets
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.
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