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Cavalier Adaptive Income Fund

CADAX:US
NASDAQ GM
9.76
USD
0.00
0.00%
As of 4/20/2018
Fund Type
Fund of Funds
52Wk Range
9.71 - 10.16
1 Yr Return
1.65%
YTD Return
0.81%
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Previous Close
9.76
52Wk Range
9.71 - 10.16
1 Yr Return
1.75%
YTD Return
0.81%
Fund Type
Fund of Funds
Objective
Aggregate Bond
Asset Class Focus
Fixed Income
Geographic Focus
U.S.
NAV (on 04/20/2018)
9.76
Total Assets (m USD) (on 04/20/2018)
7.454
Inception Date
02/28/2011
Last Dividend (on 03/28/2018)
0.0164
Dividend Indicated Gross Yield
0.17%
Fund Managers
CHAD K STEPHENS / HAROLD NELSON III "RICK"
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
1.00%
Current Mgmt Fee
1.00%
Expense Ratio
2.12%

Top Fund Holdings

Name Position Value % of Fund
500.00 500.00 k 6.81
485.45 k 485.45 k 6.61
2.02 k 480.31 k 6.54
6.72 k 342.97 k 4.67
10.90 k 322.99 k 4.40
6.80 k 307.96 k 4.19
4.31 k 257.85 k 3.51
118.00 k 253.73 k 3.46
2.00 k 235.86 k 3.21
1.85 k 222.48 k 3.03
Profile
Cavalier Adaptive Income Fund seeks total return by investing in no-load, institutional, and ETFs that generally include fixed-income securities.
Address
Cavalier Investments, LLC
12600 Deerfield Parkway
Suite 100
Alpharetta, GA 30004
Phone
1-888-721-4588