Caldwell & Orkin Market Opportunity (COAGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Caldwell & Orkin Market Opportunity
Norcross, GA 30092
5185 Peachtree Parkway
Caldwell & Orkin Funds Inc
Management information
,Lead manager since 30 May 2018
Christopher Pilecki, CFA®. Mr. Christopher Pilecki joined Gator Capital Management as a Trader and Quantitative Analyst in 2014. From 2008 through 2014, Mr. Christopher Pilecki was a Trader at Chesapeake Capital Corporation where he focused on trading equity index, fixed income, foreign currency (FX) and commodity futures contracts on global exchanges. While at Chesapeake, Mr. Christopher Pilecki also was involved in trading system research. Mr. Christopher Pilecki was an analyst at Atlantic Capital Management in Richmond, VA from 2003 to 2008. At Atlantic, Mr. Christopher Pilecki followed small and mid-cap companies in the technology and energy sectors. He also worked at Shockoe Capital, a long/short equity hedge fund, and in the sell side research department of Wachovia Securities prior to joining Atlantic Capital. Mr. Christopher Pilecki holds an MBA with a concentration in Finance from Johns Hopkins University and a BS in Civil Engineering from the University of Virginia. He holds the Chartered Financial Analyst® designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLong-Short Equity
Fund familyCaldwell & Orkin
Net assets35.47M
YTD return14.01%
Yield0.00%
Morningstar rating★★★★
Inception date23 Aug 1992
Fund operations
Last dividend0.16
Last cap gain16.00
Holdings turnover52.00%
Average for categoryN/A
Fees and expenses
ExpenseCOAGXCategory average
Annual report expense ratio (net)3.14%1.92%
Prospectus net expense ratio3.14%N/A
Prospectus gross expense ratio3.56%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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