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Cavalier Dynamic Growth Fund C Class (CADYX)

Net Asset Value
1 Day
Overall Morningstar Rating
Tactical allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation without regard to current income. The fund's sub-advisor seeks to achieve the fund's investment objective of capital appreciation by investing two portfolio sleeves as allocated by Cavalier Investments- LLC (the "Advisor"). StratiFi will manage the first sleeve by investing in 30-40 global equities that StratiFi believes demonstrate compelling fundamental growth opportunities- while also implementing stock-specific risk management tools. These equities will principally consist of common stock- preferred stock- convertible preferred stock- convertible bonds- and warrants.


1 month+2.94% 3 years+6.37%
3 months+3.38% 5 years+7.75%
1 year+14.71% Since inception+6.27%
Data through --

Peer Comparisonvs. Tactical allocation

Performance 5-yr return+7.75%+5.36%
Expense ratio4.98%1.61%
Risk 5 year sharpe ratio0.750.72
Net assets$19.7M$604.1M
Average market cap$50.1B$49.8B
Average P/E20.518.7
Portfolio turnover160%160%

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Fund Management and Purchase Info

Fund familyCavalier
Fund manager & tenureJustin Lent / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock60.15%
International stock33.70%
Fixed income0.51%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SPY SPDR® S&P 500 ETF17.37%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares14.06%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares3.70%
PHM PulteGroup Inc2.85%
TOL Toll Brothers Inc2.53%
FB Facebook2.46%
V Visa2.39%
BABA Alibaba Group Holding Ltd2.23%
AMAT Applied Materials Inc2.20%
CHKP Check Point Software Technologies Ltd1.99%