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
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Raymond James
- Raymond James WRAP Eligible
- RBC Wealth Management-Network Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- LPL SWM - 6.18.2020
- LPL Brokerage Availability - 6.18.2020
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.
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 |
Performance & Risk
| YTD Return | 7.86% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.61 |
| Morningstar Risk Rating |
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