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Adaptive Tactical Rotation Fund Institutional Class (CTROX)

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Cavalier Tactical Rotation Institutional historical data, for real-time data please try another search

14.42 -0.00 0.00%

05/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 26.39M

Type: Fund

Market: United States

Issuer: Cavalier

Asset Class: Equity

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CTROX Overview

Find basic information about the Adaptive Tactical Rotation Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CTROX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0.12%

Prev. Close14.42

Risk Rating

TTM Yield0.90%

ROE31.87%

IssuerCavalier

Turnover529.41%

ROA12.13%

Inception Date41172

Total Assets26.39M

Expenses1.25%

Min. Investment1,000

Market Cap243.47B

CategoryTactical Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1152	1039	1342	1249	1494	-
Fund Return	15.23%	3.89%	34.24%	7.68%	8.36%	-
Place in category	62	30	44	191	94	-
% in Category	28	16	21	76	48	-

Top Funds for Tactical Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
PIMCO All Asset Instl	10.24B	3.19	3.06	4.68
Brighthouse Balanced Plus Portfolio	4.97B	-0.11	1.39	4.02
Columbia Adaptive Risk Allocation Z	2.15B	0.73	3.07	4.93
Horizon Active Risk Assist N	1.3B	-4.62	5.27	4.20
SEI Multi-Asset Accumulation F (SIM	1.06B	0.42	-0.97	2.25

Top Holdings

Name	ISIN	Weight %	Last	Change %
SPDR® S&P 500 ETF Trust	-	59.41	-	-
SPDR® Portfolio S&P 500 Growth ETF	-	14.04	-	-
SPDR® Portfolio S&P 500 Value ETF	-	13.30	-	-
Microsoft Corp	-	1.40	-	-
Adobe Inc	-	1.40	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Cavalier Tactical.	14.42	-0.00	0.00%