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Cavalier Multi Strategy Fund

CMSFX:US
NASDAQ GM
13.99
USD
0.05
0.36%
As of 6/19/2018
Fund Type
Fund of Funds
52Wk Range
12.04 - 14.17
1 Yr Return
14.49%
YTD Return
4.72%
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Previous Close
14.04
52Wk Range
12.04 - 14.17
1 Yr Return
13.67%
YTD Return
4.72%
Fund Type
Fund of Funds
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 06/19/2018)
13.99
Total Assets (m USD) (on 06/20/2018)
10.619
Inception Date
09/20/2012
Last Dividend (on 12/15/2017)
0.2077
Dividend Indicated Gross Yield
-
Fund Managers
SCOTT WETHERINGTON / LEE A CALFO
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
1.20%

Top Fund Holdings

Profile
Cavalier Multi Strategy Fund seeks total return through a combination of capital appreciation and current income, with a secondary goal of downside protection. The Fund's assets among four separate sleeves. The Advisor will directly manage one sleeve, and allocate the other three sleeves among Julex Capital Management LLC, Carden Capital LLC and Bluestone Capital Management LLC.
Address
Cavalier Investments, LLC
12600 Deerfield Parkway
Suite 100
Alpharetta, GA 30004
Phone
1-888-721-4588