Cognios Market Neutral Fund Quote
| COGIX Fund | USD 13.01 0.01 0.08% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Cognios Market is trading at 13.01 as of the 29th of November 2024; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 13.02. Cognios Market 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. Equity ratings for Cognios Market Neutral are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of May 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by balancing long and short positions. To do this, the fund will buy equity securities of U.S. companies that the funds advisor, AXS Investments LLC believes are undervalued and more likely to appreciate and, at the same time, borrow and then sell equity securities of U.S. More on Cognios Market Neutral
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Moving against Cognios Mutual Fund
Cognios Mutual Fund Highlights
| Fund Concentration | Cognios Capital Funds, Large Funds, Equity Market Neutral Funds, Equity Market Neutral, Cognios Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of October 2020 |
| Fiscal Year End | June |
Cognios Market Neutral [COGIX] is traded in USA and was established 29th of November 2024. Cognios Market is listed under Cognios Capital category by Fama And French industry classification. The fund is listed under Equity Market Neutral category and is part of Cognios Capital family. This fund currently has accumulated 13.92 M in assets under management (AUM) with minimum initial investment of 100 K. Cognios Market Neutral is currently producing year-to-date (YTD) return of 8.47% with the current yeild of 0.01%, while the total return for the last 3 years was 8.45%.
Check Cognios Market 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 Cognios 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 Cognios 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 Cognios Market Neutral 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 Cognios Market Neutral Mutual Fund Constituents
| PHM | PulteGroup | Stock | Consumer Discretionary | |
| MKC | McCormick Company Incorporated | Etf | Consumer Staples | |
| CNC | Centene Corp | Stock | Health Care | |
| K | Kellanova | Stock | Consumer Staples | |
| STE | STERIS plc | Stock | Health Care | |
| AJG | Arthur J Gallagher | Stock | Financials | |
| EVRG | Evergy, | Stock | Utilities | |
| HUM | Humana Inc | Etf | Health Care |
Cognios Market Neutral Risk Profiles
| Mean Deviation | 0.2776 | |||
| Standard Deviation | 0.4042 | |||
| Variance | 0.1634 | |||
| Risk Adjusted Performance | (0.10) |
Cognios Market Against Markets
Other Information on Investing in Cognios Mutual Fund
Cognios Market financial ratios help investors to determine whether Cognios 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 Cognios with respect to the benefits of owning Cognios Market security.
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