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Cavalier Hedged High Income Fund

CAHIX:US
NASDAQ GM
9.78
USD
0.01
0.10%
As of 6/20/2018
Fund Type
Fund of Funds
52Wk Range
9.62 - 10.18
1 Yr Return
1.03%
YTD Return
-0.57%
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Previous Close
9.77
52Wk Range
9.62 - 10.18
1 Yr Return
0.72%
YTD Return
-0.57%
Fund Type
Fund of Funds
Objective
Aggregate Bond
Asset Class Focus
Fixed Income
Geographic Focus
U.S.
NAV (on 06/20/2018)
9.78
Total Assets (m USD) (on 06/21/2018)
34.700
Inception Date
09/20/2012
Last Dividend (on 05/29/2018)
0.0268
Dividend Indicated Gross Yield
3.29%
Fund Managers
SCOTT WETHERINGTON
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
2.21%

Top Fund Holdings

Name Position Value % of Fund
3.43 m 19.56 m 57.26
140.35 k 5.00 m 14.64
658.83 k 4.91 m 14.39
2.00 k 2.00 m 5.86
219.49 k 1.67 m 4.88
1.01 m 1.01 m 2.96
Profile
Cavalier Hedged High Income Fund seeks current income and real return by investing in no-load, institutional, mutual, exchange-traded, and/or closed end 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.
Address
Cavalier Investments, LLC
12600 Deerfield Parkway
Suite 100
Alpharetta, GA 30004
Phone
1-888-721-4588