Adaptive Tactical Economic Fund Class A Shares (CAVMX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
As of 09:00PM EDT. Market open.
Adaptive Tactical Economic Fund Class A Shares
Starboard Investment Trust (Cavalier)
Post Office Box 69,116 South Franklin Street
Rocky Mount, NC 27802-0069
800-773-3863
Management Information
Scott Wetherington,Lead Manager since July 14, 2016
Scott is an accomplished member of the Cavalier team with 25 years of experience in portfolio management, research and investment strategies. Scott serves as Chief Investment Officer and is responsible for leading the research and investment strategies for Cavalier’s Mutual Funds. He also serves as Portfolio Manager for Cavalier’s Tactical Economic SMA, Cavalier Tactical Economic Fund, Cavalier Hedged High Income Fund and the NE Index Fund. Prior to Cavalier, Scott served as Senior Portfolio Manager and Chief Investment Strategist for Linder Capital Advisors. Scott is a frequent speaker at conferences on Portfolio Management and has been honored as a guest speaker at Georgia Institute of Technology. Scott earned his Bachelor of Business Administration at James Madison University. He resides in Georgia with his family. Scott also holds the Chartered Financial Analyst designation (CFA) and is a member of the Atlanta Society of Finance and Investment Professionals.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryTactical Allocation
Fund FamilyCavalier
Net Assets13.76M
YTD Return21.03%
Yield0.00%
Morningstar Rating★★★
Inception DateOct 18, 2018
Fund Operations
Last Dividend0.15
Last Cap Gain0.00
Holdings Turnover141.55%
Average for CategoryN/A
Fees & Expenses
ExpenseCAVMXCategory Average
Annual Report Expense Ratio (net)1.61%1.29%
Prospectus Net Expense Ratio1.61%N/A
Prospectus Gross Expense Ratio2.94%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.50%5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection1,199N/A
5 Yr Expense Projection1,816N/A
10 Yr Expense Projection3,474N/A
© 2024 Yahoo. All rights reserved.