Development
Cavalier Hedged Income Fund Class P
CATHX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
--
7-Day Total Return
--
30-Day Total Return
--
60-Day Total Return
--
90-Day Total Return
--
Year to Date Total Return
--
1-Year Total Return
--
2-Year Total Return
--
3-Year Total Return
--
5-Year Total Return
--
Last Bull Market Total Return
--
Last Bear Market Total Return
--
Forward Dividend Yield
--
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
Beta / Standard Deviation
Beta
--
Standard Deviation
--
Company Information
Provider
Cavalier
Manager/Tenure
(Years)
(Years)
Gavan Duemke (0), Sean D. Wright (0)
Website
Address
Cavalier Funds
Rocky Mount NC - 27803
Rocky Mount NC - 27803
Country
United States
Phone Number
800-773-3863
Investment Strategy
The investment seeks to achieve current income and real return. The fund invests in no-load, institutional, and exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund ("portfolio funds") or making direct investments in portfolio securities based upon institutional research, recommendations, and trading signals from investment model managers or other third-party research providers. The investments of the fund and portfolio funds will be comprised of fixed income securities, principally consisting of bonds, corporate debt securities, and government securities.