Caldwell & Orkin Market Opportunity
5185 Peachtree Parkway Suite 370 Norcross GA 30092
Map
Phone: 800-467-7903
| Category: | Long-Short | | Fund Family: | Caldwell & Orkin | | Net Assets: | 430.13M | | Year-to-Date Return: | 1.16% | | Yield: | 0.53% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Mar-91 |
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Michael B. Orkin
Lead Manager since
24-Aug-92 | | | 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. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $25,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth with a short-term focus on capital preservation. The 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. The 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. |
| Last Dividend
(16-Dec-08):
| 0.12 | | Last Cap Gain
(16-Dec-08):
| 1.02 | | Annual Holdings Turnover
| 879.00% | | Average for Category:
| 286.46% |
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| Expense | COAGX | Category
Avg | | Total Expense Ratio: | 1.21%
| 2.07% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.46% | | Max Deferred Sales Load: | %
| 1.98% | | 3 Yr Expense Projection*: |
$ 627 | $1,060 | | 5 Yr Expense Projection*: |
$ 1,078 | $1,739 | | 10 Yr Expense Projection*: |
$ 2,327 | $3,415 |
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1.45% Nasdaq 
0.05 (0.25%) 
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