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COGMX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$12.85
Change
+$0.03 (+0.23%)
Net Assets
9.46M

COGMX price forecast, quote, news & analysis

Category: @Long-Short
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Costco Wholesale Corp (NASDAQ:COST), Cigna Group (The) (NYSE:CI), CVS HEALTH Corp (NYSE:CVS), Incyte Corp (NASDAQ:INCY).

Industry description

The investment seeks long-term growth of capital independent of stock market direction. The fund seeks to achieve its investment objective by balancing “long” and “short” positions. To do this, the fund will buy (take long positions in) equity securities of U.S. companies that the fund’s advisor, AXS Investments LLC (the “Advisor”) believes are undervalued and more likely to appreciate and, at the same time, borrow and then sell (take short positions in) equity securities of U.S. companies that the Advisor believes are likely to underperform the long positions over time.

Market Cap

The average market capitalization across the AXS Market Neutral Inv MF is 89.18B. The market cap for tickers in the group ranges from 13.36B to 435.99B. COST holds the highest valuation in this group at 435.99B. The lowest valued company is SJM at 13.36B.

Volume

The average weekly volume growth across all stocks in the AXS Market Neutral Inv MF was 90%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was 119%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 33
Price Growth Rating: 48
SMR Rating: 55
Profit Risk Rating: 55
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Equity Market Neutral
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A