Mutual Fund Insights: Caldwell & Orkin Market Opportunity Fund (COAGX)

In-depth Analysis of Caldwell & Orkin Market Opportunity Fund (COAGX)

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See Caldwell & Orkin Market Opportunity Fund (COAGX) performance details as of January 31, 2010

  

Last Trade: $19.33 on 3/19/2010, Change: -0.14 (-0.72%)

  

Fund Manager - Michael B. Orkin

Fund Manager Tenure: 17.6 years
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

Orkin is president of C&O Funds Advisor, Inc. and chief executive officer and sole owner of C&O, Inc. Prior to his current position, he was an analyst with Pacific Equity Management, Oppenheimer Capital Corporation and Ned Davis Research, Inc. Orkin holds the Chartered Financial Analyst designation.  Get more insights on Michael B. Orkin

  

 What we like about Caldwell & Orkin Market Opportunity Fund (COAGX)

Data for Caldwell & Orkin Market Opportunity Fund (COAGX) as of January 31, 2010

• Caldwell & Orkin Market Opportunity Fund (COAGX) management has been with Caldwell & Orkin Market Opportunity Fund for 17.6 years
• Caldwell & Orkin Market Opportunity Fund (COAGX) has good mid-term performance (3-year return 6.20% vs -2.05% Long-Short category average)
• Caldwell & Orkin Market Opportunity Fund (COAGX) has good Long-term performance (5-year return 5.31% vs 1.81% Long-Short category average)
• Caldwell & Orkin Market Opportunity Fund (COAGX) has a Morningstar rating of 4 and above
• Caldwell & Orkin Market Opportunity Fund (COAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.92, lower than category average of 10.49
• Caldwell & Orkin Market Opportunity Fund (COAGX) has a lower management fee than its Long-Short average: 1.21% vs 2.07%
• Caldwell & Orkin Market Opportunity Fund (COAGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Caldwell & Orkin Market Opportunity Fund (COAGX)

Data for Caldwell & Orkin Market Opportunity Fund (COAGX) as of January 31, 2010

• Caldwell & Orkin Market Opportunity Fund is a focused fund with 51.46% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Caldwell & Orkin Market Opportunity Fund (COAGX) has a less-than-ideal short-term performance (1-year return -5.88% vs 11.69% Long-Short category average)
• Caldwell & Orkin Market Opportunity Fund (COAGX) ratio of up-years vs down years can be improved
• Caldwell & Orkin Market Opportunity Fund (COAGX) is less safe compared to its Long-Short peers

See Caldwell & Orkin Market Opportunity Fund (COAGX) performance details as of January 31, 2010

  

  

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Caldwell & Orkin Market Opportunity Fund (COAGX) Net Asset

Track net asset change of Caldwell & Orkin Market Opportunity fund (COAGX)

Date	Net Asset
01/2010	$396.38M
11/2009	$404.63M
10/2009	$421.45M

More historic net asset information on Caldwell & Orkin Market Opportunity Fund (COAGX)

  

Caldwell & Orkin Market Opportunity Fund (COAGX) Portfolio Allocation

Track portfolio allocation change of Caldwell & Orkin Market Opportunity fund (COAGX)

Date	Cash	Stock	Bond	Other
10/2009	55.16%	37.9%	5.56%	1.39%
04/2009	61.4%	32.94%	5.36%	0.31%
10/2008	53.6%	41.92%	3.08%	1.39%

Click here to see more historic asset allocation information on Caldwell & Orkin Market Opportunity Fund (COAGX)

  

Most Recent Top 10 Holdings in Caldwell & Orkin Market Opportunity Fund (COAGX)

Discover what Caldwell & Orkin Market Opportunity Fund (COAGX) manager is buying

31-Oct-09 JPMorgan US Treasury Plus MMkt Inst [34.78%] VERIZON COMMUN [2.09%] Viacom 6.625% [2.03%] Zions Bancorporation [1.99%] AMER TOWER CP [1.95%] Amedisys Inc [1.91%] Apple Inc. [1.81%] HARLEY DAVIDSON [1.72%] ALLIANCE DATA SYS CP [1.6%] FOREST OIL CP (NEW) [1.58%]

30-Apr-09 JPMorgan US Treasury Plus MMkt Inst [51.61%] NEWFIELD EXP COM [2.1%] Rovi Corporation [2.08%] Strayer Education, Inc. [2.08%] HEWLETT PACKARD CO [2.04%] Apollo Group, Inc. [1.97%] GUESS INC. [1.76%] Capella Education Company [1.62%] HEWLETT PACKARD [1.6%] iShares Barclays 7-10 Year Treasury [1.54%]

31-Oct-08 GENERAL ELEC CAP [2.94%] P N C FIN SVCS GR [2.25%] Apple Inc. [2.18%] ANNALY CAPITAL MANAG [2.15%] KROGER CO [2.11%] Allied Waste Industries [2.08%] Urban Outfitters, Inc. [1.98%] WAL MART STORES [1.98%] KRAFT FOODS INC [1.49%] Central European Distribution C [1.24%]

Click here for Stock Holding Change Map in Caldwell & Orkin Market Opportunity Fund (COAGX)

  

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See more information on Caldwell & Orkin Market Opportunity Fund (COAGX)

• Caldwell & Orkin Market Opportunity Fund Insights
• Caldwell & Orkin Market Opportunity Fund Performance Data
• Caldwell & Orkin Market Opportunity Fund News
• Caldwell & Orkin Market Opportunity Fund Score Explaination
• Caldwell & Orkin Market Opportunity Fund Manager Information
• Historic Caldwell & Orkin Market Opportunity Fund Asset Allocation Report
• Historic Caldwell & Orkin Market Opportunity Fund Top 10 Holding Tracking
• Historic Caldwell & Orkin Market Opportunity Fund Asset Under Management Tracking