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Cavalier Dynamic Growth Fund

CADYX:US
NASDAQ GM
9.43
USD
0.07
0.74%
As of 2/20/2018
Fund Type
Fund of Funds
52Wk Range
9.08 - 10.21
1 Yr Return
3.36%
YTD Return
-4.26%
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Previous Close
9.50
52Wk Range
9.08 - 10.21
1 Yr Return
3.47%
YTD Return
-4.26%
Fund Type
Fund of Funds
Objective
Growth Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/20/2018)
9.43
Total Assets (m USD) (on 02/20/2018)
22.181
Inception Date
02/22/2011
Last Dividend (on 12/15/2017)
0.4391
Dividend Indicated Gross Yield
-
Fund Managers
SCOTT WETHERINGTON / JUSTIN LENT
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
1.00%
Current Mgmt Fee
1.15%
Expense Ratio
2.95%

Top Fund Holdings

Name Position Value % of Fund
20.41 k 5.75 m 22.42
97.92 k 4.60 m 17.94
2.59 m 2.59 m 10.12
24.64 k 1.23 m 4.79
18.09 k 575.90 k 2.25
2.73 k 558.12 k 2.18
2.94 k 549.64 k 2.14
4.42 k 548.48 k 2.14
11.14 k 518.71 k 2.02
9.08 k 486.85 k 1.90
Profile
Cavalier Dynamic Growth Fund seeks capital appreciation without regard to current income. The Fund's sub-advisors, Validus Growth Investors LLC and StratiFi LLC aims to achieve the Fund's investment objective by investing their individual portfolio sleeves as allocated by the Cavalier Investments LLC.
Address
Cavalier Investments, LLC
12600 Deerfield Parkway
Suite 100
Alpharetta, GA 30004
Phone
1-888-721-4588