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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 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-6.38% 3 years--
3 months-6.90% 5 years--
1 year-1.41% Since inception+14.28%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+16.81%
Expense ratio1.63%1.31%
Risk 5 year sharpe ratio--1.07
Net assets$66.6M$1.4B
Average market cap$12.2B$9.8B
Average P/E23.625.2
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. stock86.82%
International stock11.85%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple3.14%
RAI Reynolds American3.02%
MO Altria Group2.79%
NXPI NXP Semiconductors NV2.77%
SCMP Sucampo Pharmaceuticals Inc2.43%
SWKS Skyworks Solutions Inc2.38%
GILD Gilead Sciences2.31%
PANW Palo Alto Networks Inc2.31%
AVGO Avago Technologies Ltd2.25%
AGN Allergan2.25%

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