Caldwell Orkin is trading at 49.86 as of the 21st of March 2025; that is 0.32 percent decrease since the beginning of the trading day. The fund's open price was 50.02. Caldwell Orkin has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 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. Caldwell Orkin is traded on NASDAQ Exchange in the United States.. More on Caldwell Orkin Market
Caldwell Orkin Market [COAGX] is traded in USA and was established 21st of March 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 3.5% with the current yeild of 0.01%, while the total return for the last 3 years was 17.69%.
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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.