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Cavalier Fundamental Growth Fund Institutional Class (CAFGX)

13.69
Net Asset Value
+0.74%
1 Day
+15.14%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.51%
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+0.81% 3 years+5.72%
3 months+9.43% 5 years--
1 year+16.61% Since inception+9.15%
Data through --

Peer Comparisonvs. Mid-cap growth

 CAFGXCategory
Performance 5-yr return--+10.30%
Expense ratio1.51%1.24%
Risk 5 year sharpe ratio--1.10
Net assets$65.7M$1.3B
Average market cap$8.9B$11.0B
Average P/E24.527.4
Portfolio turnover172%172%

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Fund Management and Purchase Info

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

Holdings

U.S. stock72.57%
International stock25.91%
Cash1.52%
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 Corp4.65%
WB Weibo Corp4.02%
ULTA Ulta Beauty Inc3.80%
MTZ MasTec Inc3.02%
OCLR Oclaro Inc3.00%
AMZN Amazon2.60%
STM STMicroelectronics NV2.31%
AVGO Broadcom Ltd2.03%
DLR Digital Realty Trust Inc2.00%
QCOM Qualcomm2.00%