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Cavalier Stable Income Fund Institutional Class (CADTX)

Net Asset Value
1 Day
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return through a combination of capital appreciation and current income. The fund invests in no-load, institutional, and exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund or making direct investments in portfolio securities based upon institutional research, recommendations, and trading signals from investment model managers or other third-party research providers. The fund and portfolio funds may invest in fixed income securities of any maturity and any credit rating, including junk bonds, bonds of issuers in default, and unrated bonds.


1 month-0.07% 3 years+0.77%
3 months-0.41% 5 years+1.59%
1 year-0.18% Since inception+1.87%
Data through --

Peer Comparisonvs. Short-term bond

Performance 5-yr return+1.59%+1.49%
Expense ratio2.27%0.84%
Risk 5 year sharpe ratio0.831.06
Net assets$22.6M$2.1B
Average market cap$21.2B$195.9B
Average P/E30.815.2
Portfolio turnover106%106%

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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--


Fixed income81.65%
U.S. stock0.08%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 24.90%
Hardware 17.20%
Consumer goods 13.73%
Healthcare 11.45%
Energy 6.97%
Top 10 Holdings
Portfolio weighting
OSDYX Oppenheimer Ultra-Short Duration Fund Class Y11.96%
TSDIX Touchstone Ultra Short Duration Fixed Income Fund Institutional Class11.94%
SIGVX RidgeWorth Seix U.S. Government Securities Ultra-Short Bond Fund Class I11.94%
BBBMX BBH Limited Duration Fund Class N11.88%
PPILX Deutsche Short Duration Fund Institutional Class11.87%
PNCYX Putnam Income Fund Class Y11.72%
FLSIX Forward Credit Analysis Long/Short Fund Institutional Class3.45%
EOAIX Parametric Absolute Return Fund Institutional Class3.39%
PYSGX Payden Strategic Income Fund Investor Class3.39%
SUBFX Scout Unconstrained Bond Fund Institutional Class3.38%

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