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Cavalier Fundamental Growth Fund Institutional Class (CAFGX)

14.69
Net Asset Value
-3.16%
1 Day
+23.55%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.54%
Expense Ratio
Average
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.

Performance

1 month-2.20% 3 years+10.23%
3 months+2.10% 5 years--
1 year+29.49% Since inception+11.47%
Data through --

Peer Comparisonvs. Mid-cap growth

 CAFGXCategory
Performance 5-yr return--+12.62%
Expense ratio1.54%1.22%
Risk 5 year sharpe ratio--1.18
Net assets$84.3M$1.5B
Average market cap$10.4B$12.0B
Average P/E24.228.2
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--

Holdings

U.S. stock68.94%
International stock26.95%
Cash4.12%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
NVDA NVIDIA Corp4.42%
WB Weibo Corp4.41%
IPGP IPG Photonics Corp2.87%
AMAT Applied Materials Inc2.55%
PKG Packaging Corp of America2.45%
CGNX Cognex Corp2.28%
ANET Arista Networks Inc2.27%
SQM Sociedad Quimica y Minera de Chile SA2.05%
MU Micron Technology Inc1.90%
STM STMicroelectronics NV1.87%