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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 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+0.76% 3 years--
3 months+5.26% 5 years--
1 year-1.32% Since inception+8.60%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+11.71%
Expense ratio1.14%1.29%
Risk 5 year sharpe ratio--0.86
Net assets$55.8M$1.2B
Average market cap$12.2B$9.5B
Average P/E21.223.5
Portfolio turnover95%95%

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Fund Management and Purchase Info

Fund familyCavalier
Fund manager & tenureLouis Navellier / 2 Years
Minimal initial investment$250.00
Minimum IRA investment--


U.S. stock90.88%
International stock7.68%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple5.21%
AVGO Avago Technologies Ltd3.94%
NKE Nike3.77%
SWKS Skyworks Solutions Inc3.63%
ULTA Ulta Salon Cosmetics and Fragrance Inc3.59%
DRI Darden Restaurants Inc3.57%
CVS CVS Caremark2.85%
PANW Palo Alto Networks Inc2.72%
TGT Target2.53%
GILD Gilead Sciences2.52%