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 portfolio manager seeks to achieve the fund's investment objective of capital appreciation by principally investing in stocks that the portfolio manager believes to have above-average growth potential relative to their peers. The portfolio manager uses a proprietary screening system that incorporates quantitative and fundamental analysis in order to construct the fund's portfolio. The fund invests principally in common stocks and is not limited in its investments by market capitalization.


1 month+0.32% 3 years+8.01%
3 months+3.48% 5 years--
1 year+27.25% Since inception+11.09%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+13.73%
Expense ratio1.54%1.21%
Risk 5 year sharpe ratio--1.06
Net assets$91.9M$1.6B
Average market cap$9.4B$12.0B
Average P/E23.126.3
Portfolio turnover136%136%

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Fund Management and Purchase Info

Fund familyCavalier
Fund manager & tenureLouis Navellier / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock72.97%
International stock26.65%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
IPGP IPG Photonics Corp2.94%
ANET Arista Networks Inc2.84%
AMAT Applied Materials Inc2.66%
PKG Packaging Corp of America2.35%
HTHT China Lodging Group Ltd2.24%
SQM Sociedad Quimica y Minera de Chile SA2.23%
DQ Daqo New Energy Corp2.16%
WB Weibo Corp2.16%
AVY Avery Dennison Corp2.15%