Cognios Large Cap Fund Quote

COGLX Fund  USD 12.90  0.03  0.23%   

Performance

16 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 33

 
100  
 
Zero
Below Average
Cognios Large is trading at 12.90 as of the 29th of March 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 12.87. Cognios Large has about a 33 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Cognios Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund seeks to achieve its investment objective by purchasing equity securities of U.S. companies that the Adviser believes are undervalued and likely to appreciate. Cognios Large is traded on NASDAQ Exchange in the United States. More on Cognios Large Cap

Moving together with Cognios Mutual Fund

  0.69VVIAX Vanguard Value IndexPairCorr
  0.65DOXGX Dodge Cox StockPairCorr
  0.68FFMMX American Funds AmericanPairCorr
  0.68FFFMX American Funds AmericanPairCorr
  0.68AMRMX American Mutual FundPairCorr
  0.64AMFFX American Mutual FundPairCorr
  0.65AMFCX American Mutual FundPairCorr

Cognios Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Cognios Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Cognios Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationLarge Value, Cognios Capital (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of October 2020
Fiscal Year EndJune
Cognios Large Cap [COGLX] is traded in USA and was established 29th of March 2024. The fund is listed under Large Value category and is part of Cognios Capital family. This fund currently has accumulated 1.2 M in assets under management (AUM) with minimum initial investment of 1 K. Cognios Large Cap is currently producing year-to-date (YTD) return of 5.93% with the current yeild of 0.0%, while the total return for the last 3 years was 11.3%.
Check Cognios Large Probability Of Bankruptcy

Instrument Allocation

Top Cognios Large Cap Mutual Fund Constituents

UNHUnitedHealth Group IncorporatedStockHealth Care
STZConstellation Brands ClassStockConsumer Staples
KMBKimberly ClarkStockConsumer Staples
DRIDarden RestaurantsStockConsumer Discretionary
LLYEli Lilly AndStockHealth Care
PGProcter GambleStockConsumer Staples
CLColgate PalmoliveStockConsumer Staples
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Cognios Large Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Cognios Large market risk premium is the additional return an investor will receive from holding Cognios Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Cognios Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Cognios Large's alpha and beta are two of the key measurements used to evaluate Cognios Large's performance over the market, the standard measures of volatility play an important role as well.

Cognios Large Against Markets

Picking the right benchmark for Cognios Large mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Cognios Large mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Cognios Large is critical whether you are bullish or bearish towards Cognios Large Cap at a given time. Please also check how Cognios Large's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Cognios Large without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Cognios Mutual Fund?

Before investing in Cognios Large, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Cognios Large. To buy Cognios Large fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Cognios Large. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Cognios Large fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Cognios Large Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Cognios Large Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Cognios Large Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Cognios Large Cap?

The danger of trading Cognios Large Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Cognios Large is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Cognios Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Cognios Large Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Cognios Large Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

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When running Cognios Large's price analysis, check to measure Cognios Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cognios Large is operating at the current time. Most of Cognios Large's value examination focuses on studying past and present price action to predict the probability of Cognios Large's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Cognios Large's price. Additionally, you may evaluate how the addition of Cognios Large to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Cognios Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Cognios Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cognios Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.