| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
5
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 88 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Caldwell & Orkin funds
Performance
The fund has returned 11.67 percent over the past year, 5.56 percent over the past three years, 2.68 percent over the past five years, and 3.81 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.6% |
| 1 Year | 11.7% |
| 3 Years (Annualized) | 5.6% |
| 5 Years (Annualized) | 2.7% |
| 10 Years (Annualized) | 3.8% |
Summary
The investment seeks to provide long-term capital growth with a short-term focus on capital preservation. The fund typically invests between 50% and 100% of net assets in common stocks, ETFs and listed options. It may invest in companies of any size. The fund may hold up to 60% of net assets in short positions at any given time, and invest up to 25% of the fund's assets in equity securities that are issued by foreign issuers and are traded in the United States, and in American Depository Receipts of foreign companies. In addition, the fund may invest between 0% and 50% of net assets in cash / money market / fixed income securities.
Fees
Fees are Above Average compared to funds in the same category.
Caldwell & Orkin Market Opportunity Fund has an expense ratio of 1.26 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
