Nasdaq - Delayed Quote USD
Gator Capital L/S Fd (COAGX)
At close: 8:01 PM EDT
Investment Information
- Min Initial Investment
- 5,000
- Min Initial Investment, IRA
- 50
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Protected Investors of America
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- DATALynx
- Ameriprise Brokerage
- Federated TrustConnect NTF
- RBC Wealth Management-Advisory Eligible
- Raymond James
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- HSBC Brokerage (USA) Inc
- WFA MF Advisory Updated 8.7.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- ING Financial Ptnrs PAM and PRIME Approv
- Firstrade
- Scottrade TF
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 8.1.23
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- ING Financial Partners Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Avantax
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund's principal investment strategy involves active asset allocation among long, short and cash positions in an effort to mitigate market risk (the risk of broad market declines), while employing fundamental and technical analysis in an effort to mitigate stock selection risk. It typically invests between 30% and 100% of its net assets in common stocks and ETFs, and between 0% and 30% in cash, money market investments or fixed income securities. It may invest in companies of any size.
Fund Overview
| Category | Long-Short Equity |
| Fund Family | Caldwell & Orkin |
| Net Assets | 40.41M |
| YTD Return | 22.63% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 24, 1992 |
Performance & Risk
| YTD Return | 26.99% |
| 5y Average Return | 18.28% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.64 |
| Morningstar Risk Rating |
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