Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Cavalier Fundamental Growth Fund Institutional Class (CAFGX)

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+1.14% 3 years+2.92%
3 months+5.77% 5 years--
1 year+16.27% Since inception+6.56%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+11.79%
Expense ratio1.52%1.25%
Risk 5 year sharpe ratio--0.90
Net assets$52.2M$1.2B
Average market cap$9.4B$9.5B
Average P/E24.926.6
Portfolio turnover172%172%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyCavalier
Fund manager & tenureLouis Navellier / 3 Years
Minimal initial investment$250.00
Minimum IRA investment--


U.S. stock80.05%
International stock18.69%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
ULTA Ulta Beauty Inc4.20%
OCLR Oclaro Inc3.86%
VMC Vulcan Materials Co3.30%
DLR Digital Realty Trust Inc3.18%
CGNX Cognex Corp2.74%
AVGO Broadcom Ltd2.62%
STZ Constellation Brands Inc2.57%
BAX Baxter International Inc2.04%
ORBK Orbotech Ltd2.01%