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Caldwell & Orkin

Caldwell & Orkin Parent Rating

Average

In a competitive industry, Caldwell& Orkin does n't differentiate itself enough, leading to an Average Parent Pillar rating.

With an average tenure of six years among the longest-tenured managers at Caldwell& Orkin, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Caldwell& Orkin open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Caldwell& Orkin's rating.

Caldwell & Orkin Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

33.82 Mil

Investment Flows (TTM)

5.87 Mil

Asset Growth Rate (TTM)

28.82%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Caldwell & Orkin - Gator Capital L/S Fd3

Quick Definitions: Key Morningstar Terms

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