COGMX : Cognios Market Neutral Large Cap Fund Investor Class

COGMX is a Alternatives Market Neutral with HIGH fees.

COGMX

Cognios Market Neutral Large Cap Fund Investor Class

FI Score

9 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

  • cogmx
  • Mutual Fund
  • Alternatives
  • Neutral

Cognios Market Neutral Large Cap Fund Investor Class

Expenses: 3.88% (Better than 0% of similar funds)

This is a bad choice for a Neutral Alternatives fund. See why ยป

Fund Summary

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 Adviser 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 Adviser believes are likely to underperform the long positions over time.

Largest Holdings

Amount Holding
1.95% Conagra Brands Inc
1.87% Diamondback Energy Inc
1.85% Macy's Inc
1.79% Activision Blizzard Inc
1.78% Nordstrom Inc
1.78% Cabot Oil & Gas Corp Class A
1.77% Gap Inc
1.77% Bristol-Myers Squibb Company
1.76% Occidental Petroleum Corp
1.75% Molson Coors Beverage Co B
1.75% UnitedHealth Group Inc
1.73% Nike Inc B
1.73% Berkshire Hathaway Inc B
1.73% Kellogg Co
1.72% Johnson & Johnson
1.72% Willis Towers Watson PLC
1.72% Amcor PLC Ordinary Shares
1.71% Sysco Corp
1.70% Constellation Brands Inc A
1.70% Campbell Soup Co
1.70% Copart Inc
1.69% Arthur J. Gallagher & Co
1.69% Starbucks Corp
1.69% C.H. Robinson Worldwide Inc
1.69% Waste Management Inc

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