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Caldwell & Orkin Market Opportunity (COAGX) Fund Ranking and Research

Ranking, Research and Recommendation of Caldwell & Orkin Market Opportunity (COAGX) Fund

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Graph of Caldwell & Orkin Market Opportunity Fund (COAGX) ManagerFund Manager - Michael B. Orkin

Fund Manager Information

Fund Manager Tenure: 27.2 years
Fund Family: Caldwell & Orkin
Fund Category: Long-Short Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (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

 

Graph of Caldwell & Orkin Market Opportunity Fund (COAGX) ProfileCaldwell & Orkin Market Opportunity Fund (COAGX) Profile

Fund Profile and Description

Caldwell & Orkin Market Opportunity Fund seeks long-term capital growth with a short-term focus on capital preservation. Caldwell & Orkin Market Opportunity Fund typically invests between 50% and 100% of net assets in U.S. common stocks. Its investment decisions are based on a combination of bottom-up company-specific analysis and top-down economic and market analysis. Caldwell & Orkin Market Opportunity Fund’s investments include both long positions and short positions and may be made in companies of any size. It may hold up to 60% of net assets in short positions at any time.

 

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

Data for Caldwell & Orkin Market Opportunity Fund (COAGX) as of May 30, 2016

  • Caldwell & Orkin Market Opportunity Fund (COAGX) management has been with Caldwell & Orkin Market Opportunity Fund for 27.2 years
  • Caldwell & Orkin Market Opportunity Fund (COAGX) has good short-term performance (1-year return -2.61% vs -3.77% Long-Short Equity category median performance)
  • Caldwell & Orkin Market Opportunity Fund (COAGX) has good Long-term performance (5-year return 3.88% vs 2.87% Long-Short Equity category median performance)
  • Caldwell & Orkin Market Opportunity Fund (COAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.14, lower than category average of 8.81
  • Caldwell & Orkin Market Opportunity Fund (COAGX) has a lower expense ratio than its Long-Short Equity average: 1.44% vs 1.90%
  • Caldwell & Orkin Market Opportunity Fund (COAGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for Caldwell & Orkin Market Opportunity Fund (COAGX) as of May 30, 2016

  • Caldwell & Orkin Market Opportunity Fund (COAGX) has a less-than-ideal mid-term performance (3-year return 0.93% vs 2.72% Long-Short Equity category median performance)
  • Caldwell & Orkin Market Opportunity Fund (COAGX) ratio of up-years vs down years can be improved
  • Caldwell & Orkin Market Opportunity Fund (COAGX) has a Morningstar rating of 3 and below
  • Caldwell & Orkin Market Opportunity Fund (COAGX) has an annual stock turnover rate of 434.00% that is higher than the Long-Short Equity average of 218.72%. This could mean Caldwell & Orkin Market Opportunity is more nimble, but also signal potential high tax impact and high trading fees
  • Asset base in Caldwell & Orkin Market Opportunity Fund (COAGX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Caldwell & Orkin Market Opportunity Fund (COAGX) performance details as of May 30, 2016

 

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Compare Caldwell & Orkin Market Opportunity Fund (COAGX)Compare with other top Long-Short Equity category mutual funds

Aadditional top Long-Short Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Caldwell & Orkin Market Opportunity-5.24-2.610.933.88
Boston Partners Long/Short Equity Instl (BPLSX)11.4912.095.377.58Compare
Burnham Financial Long/Short A (BURFX)-4.536.8212.4710.68Compare
Diamond Hill Long-Short A (DIAMX)2.27-1.425.517.22Compare

See top fund managers for Long-Short Equity Category Funds

 

Graph of Caldwell & Orkin Market Opportunity Fund (COAGX) Net Asset TrackingCaldwell & Orkin Market Opportunity (COAGX) Fund Net Asset

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

DateNet Asset
05/2016$205.10M
03/2016$209.06M
02/2016$214.74M
More historic net asset information on Caldwell & Orkin Market Opportunity Fund (COAGX)

  

Graph of Caldwell & Orkin Market Opportunity Fund (COAGX) Portfolio TrackingCaldwell & Orkin Market Opportunity (COAGX) Fund Portfolio Allocation

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

DateCashStockBondOther
01/201661.46%36.51%0.67%1.35%
10/201562.83%34.22%0.01%2.94%
04/201551.39%47.08%1.54%0%
Click here to see more historic asset allocation information on Caldwell & Orkin Market Opportunity Fund (COAGX)

 

graph of Caldwell & Orkin Market Opportunity Fund (COAGX) Top 10 Position TrackingTop 10 Holdings in Caldwell & Orkin Market Opportunity (COAGX) Fund

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

Jan 30, 2016
Southern Company (The) Common S [2.76%]
Microsoft Corporation [2.38%]
Facebook, Inc. [2.32%]
Kroger Company (The) Common Sto [2.05%]
Home Depot, Inc. (The) Common S [2.03%]
General Electric Company Common [2%]
SPDR® Gold Shares [1.89%]
iShares iBoxx $ High Yield Corporate Bd [1.88%]
SPDR® Barclays High Yield Bond ETF [1.87%]

Oct 30, 2015
Comcast Corporation [2.95%]
CVS Health Corporation Common S [2.26%]
Waste Management, Inc. Common S [2.04%]
Kroger Company (The) Common Sto [1.97%]
Apple Inc. [1.94%]
Raytheon Company Common Stock [1.75%]
Facebook, Inc. [1.75%]
Lockheed Martin Corporation Com [1.61%]
Home Depot, Inc. (The) Common S [1.54%]
Target Corporation Common Stock [1.48%]

Apr 29, 2015
Walt Disney Company (The) Commo [3.16%]
Kinder Morgan, Inc. Common Stoc [2.29%]
Foot Locker, Inc. [2.17%]
Target Corporation Common Stock [2.05%]
Apple Inc. [2.02%]
iShares TIPS Bond [2.01%]
Honeywell International Inc. Co [2%]
American Eagle Outfitters, Inc. [1.92%]
Snap-On Incorporated Common Sto [1.62%]
Skechers U.S.A., Inc. Common St [1.56%]
Click here for Stock Holding Change Map in Caldwell & Orkin Market Opportunity Fund (COAGX)

  

Latest News on Caldwell & Orkin Market Opportunity (COAGX) Fund

See what is happening with Caldwell & Orkin Market Opportunity Fund (COAGX)

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

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