Caldwell Orkin Market Fund Quote
COAGX Fund | USD 40.57 0.06 0.15% |
Performance17 of 100
| Odds Of DistressLess than 9
|
Caldwell Orkin is trading at 40.57 as of the 17th of April 2024; that is -0.15% down since the beginning of the trading day. The fund's open price was 40.63. Caldwell Orkin has less than a 9 % chance of experiencing financial distress in the next few years and had a solid 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 18th of March 2024 and ending today, the 17th of April 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
Moving together with Caldwell Mutual Fund
0.67 | NLSAX | Neuberger Berman Long | PairCorr |
0.63 | NLSIX | Neuberger Berman Long | PairCorr |
0.92 | QLERX | Aqr Long Short | PairCorr |
0.97 | DHLSX | Diamond Hill Long | PairCorr |
0.97 | DIAYX | Diamond Hill Long | PairCorr |
Moving against Caldwell Mutual Fund
0.58 | GABFX | Gmo Asset Allocation | PairCorr |
Caldwell Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Caldwell Orkin's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Caldwell Orkin or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
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 March 2024 |
Expense Ratio Date | 26th of August 2022 |
Fiscal Year End | April |
Caldwell Orkin Market [COAGX] is traded in USA and was established 17th of April 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 9.33%, while the total return for the last 3 years was 13.31%.
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
NAVI | Navient Corp | Stock | Financials |
COF | Capital One Financial | Stock | Financials |
AAPL | Apple Inc | Stock | Information Technology |
RSG | Republic Services | Stock | Industrials |
BX | Blackstone Group | Stock | Financials |
SBUX | Starbucks | Stock | Consumer Discretionary |
DRIP | Drum Income Plus | Etf | Trading--Inverse Equity |
Caldwell Orkin Target Price Odds Analysis
Based on a normal probability distribution, the odds of Caldwell Orkin jumping above the current price in 90 days from now is about 30.4%. The Caldwell Orkin Market probability density function shows the probability of Caldwell Orkin mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Caldwell Orkin has a beta of 0.0968 suggesting as returns on the market go up, Caldwell Orkin average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Caldwell Orkin Market will be expected to be much smaller as well. Additionally, caldwell Orkin Market has an alpha of 0.1123, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Caldwell Orkin to move above the current price in 90 days from now is about 30.4 (This Caldwell Orkin Market probability density function shows the probability of Caldwell Mutual Fund to fall within a particular range of prices over 90 days) .
Caldwell Orkin Market Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Caldwell Orkin market risk premium is the additional return an investor will receive from holding Caldwell Orkin long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Caldwell Orkin. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Caldwell Orkin's alpha and beta are two of the key measurements used to evaluate Caldwell Orkin's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.5052 | |||
Semi Deviation | 0.4603 | |||
Standard Deviation | 0.6343 | |||
Variance | 0.4024 |
Caldwell Orkin Against Markets
Picking the right benchmark for Caldwell Orkin mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Caldwell Orkin mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Caldwell Orkin is critical whether you are bullish or bearish towards Caldwell Orkin Market at a given time. Please also check how Caldwell Orkin's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Caldwell Orkin without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Caldwell Mutual Fund?
Before investing in Caldwell Orkin, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Caldwell Orkin. To buy Caldwell Orkin fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Caldwell Orkin. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Caldwell Orkin fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Caldwell Orkin Market fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Caldwell Orkin Market fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Caldwell Orkin Market, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Caldwell Orkin Market?
The danger of trading Caldwell Orkin Market is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Caldwell Orkin is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Caldwell Orkin. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Caldwell Orkin Market is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Caldwell Orkin Market. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Caldwell Orkin Market information on this page should be used as a complementary analysis to other Caldwell Orkin's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.