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Nasdaq - Delayed Quote USD

Adaptive Growth Opportunities Fund Class A (CAGOX)

13.73
+0.15
+(1.10%)
At close: May 17 at 8:00:17 PM EDT

Fund Summary

The investment seeks capital appreciation. The fund invests in exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund ("portfolio funds") that invest in equity securities of issuers from a number of countries throughout the world. It may also invest in individual large cap equities, fixed income securities, and cash and cash equivalents directly.

Adaptive Growth Opportunities Fund Class A

Starboard Investment Trust (Cavalier)
Post Office Box 69,116 South Franklin Street
800-773-3863

Fund Overview

Category Tactical Allocation
Fund Family Cavalier
Net Assets 149.94M
YTD Return 10.28%
Yield 0.10%
Morningstar Rating
Inception Date Apr 16, 2018

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 319.85%
Average for Category --

Fees & Expenses

Expense CAGOX Category Average
Annual Report Expense Ratio (net) 1.81% 1.29%
Prospectus Net Expense Ratio 1.81% --
Prospectus Gross Expense Ratio 2.13% --
Max 12b1 Fee 0.25% --
Max Front End Sales Load 4.50% 5.22%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 1,058 --
5 Yr Expense Projection 1,515 --
10 Yr Expense Projection 2,777 --

Management Information

Brian C Shevland, Lead Manager since September 30, 2018
Brian began his career in 2000 focused on research and securities analysis. Prior to Bluestone, Brian founded and managed Shevland Capital, an investment management firm. He has significant experience in the analysis and trading of ETFs and equities as well as researching companies in a variety of industries and sectors. Brian graduated with a BS in Business from the Honors Scholars Program at the University of North Carolina at Wilmington, studied International Finance at University of Roehampton in London, England, and completed coursework on investment management at the Wharton School of the University of Pennsylvania. Brian holds the Series 7, 24, 63 & 65 securities licenses.

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. 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.

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