AXS Alternative Value Fund Investor Class (COGLX) Research
This fund's primary objective is to achieve substantial capital appreciation over an extended period. To meet this goal, it invests in shares of U.S. companies that the Advisor identifies as undervalued and likely to increase in worth. Typically, its holdings consist of common stocks from businesses that are components of the S&P 500® Index. The fund maintains flexibility, allowing it to invest across diverse industries and economic sectors. The Advisor employs its exclusive ROTA/ROME® methodology for both selecting individual securities and structuring the overall portfolio. This proprietary approach specifically analyzes a company's Return on Total Assets and its Return on Market Value of Equity.
Market snapshot
- Symbol
- COGLX
- Price
- $11.45
- Day change
- 0.00%
- Market cap
- $13.2M
- 52-week range
- 11.45-14.08
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Clough China Fund - Investor Class (CHNAX)
- AXS Alternative Value Fund Class I (COGVX)
- Janus Henderson Asia Equity Fund - I Shares (JAQIX)
- Janus Henderson Asia Equity Fund - T Shares (JAQTX)
- PFG Equity Strategy Fund Class R (PFDEX)
- Touchstone Anti-Benchmark US Core Equity Fund - A (TDEAX)
- Touchstone Anti-Benchmark US Core Equity Fund - I (TDELX)
- Touchstone Anti-Benchmark US Core Equity Fund - Y (TDEYX)
Open AXS Alternative Value Fund Investor Class (COGLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.