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Cavalier Fundamental Growth Fund Advisor Class (CFGAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund's investment interim sub-advisor, Navellier & Associates, Inc. (the "Sub-Advisor"), seeks to achieve the fund's investment objective of capital appreciation by principally investing in stocks that the Sub-Advisor believes to have above-average growth potential relative to their peers. It invests principally in common stocks and is not limited in its investments by market capitalization.


1 month+0.95% 3 years--
3 months-7.05% 5 years--
1 year+1.29% Since inception+9.97%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+16.81%
Expense ratio2.14%1.31%
Risk 5 year sharpe ratio--1.03
Net assets$56.9M$1.3B
Average market cap$9.4B$9.3B
Average P/E21.324.2
Portfolio turnover95%95%

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Fund Management and Purchase Info

Fund familyCavalier
Fund manager & tenureScott Chaisson / 0 Years
Minimal initial investment$250.00
Minimum IRA investment--


U.S. stock82.31%
International stock14.85%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple3.98%
AVGO Avago Technologies Ltd3.15%
CVS CVS Caremark2.90%
DRI Darden Restaurants Inc2.89%
NXPI NXP Semiconductors NV2.82%
SWKS Skyworks Solutions Inc2.53%
TGT Target2.50%
AGN Allergan2.41%
GILD Gilead Sciences2.40%
HCA HCA Holdings Inc2.36%

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