Error: Could not add to watchlist. X
+ Watchlist

Cavalier Tactical Rotation Fund

CATOX:US
NASDAQ GM
13.29
USD
0.07
0.52%
As of 2/20/2018
Fund Type
Fund of Funds
52Wk Range
11.95 - 14.04
1 Yr Return
10.39%
YTD Return
-0.30%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
13.36
52Wk Range
11.95 - 14.04
1 Yr Return
10.94%
YTD Return
-0.30%
Fund Type
Fund of Funds
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 02/20/2018)
13.29
Total Assets (m USD) (on 02/20/2018)
123.062
Inception Date
09/20/2012
Last Dividend (on 12/15/2017)
0.078
Dividend Indicated Gross Yield
0.59%
Fund Managers
DAVID HAVILAND
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
2.25%

Top Fund Holdings

Profile
Cavalier Tactical Rotation Fund seeks capital appreciation. The Fund's sub-advisor, Beaumont Capital Management LLC investing in exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the Fund.
Address
Cavalier Investments, LLC
12600 Deerfield Parkway
Suite 100
Alpharetta, GA 30004
Phone
1-888-721-4588