Nasdaq - Delayed Quote USD

Starboard Investment Trust - AI Quality Growth ETF (CFGAX)

15.98
-0.02
(-0.12%)
As of January 10 at 8:00:08 PM EST. Market Open.
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  • Previous Close 16.00
  • YTD Return 19.42%
  • Expense Ratio 2.27%
  • Category Mid-Cap Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 59.12M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 72.71%
  • Last Dividend 0.00
  • Inception Date Nov 4, 2013

The investment seeks capital appreciation. The Advisor seeks to achieve the fund's investment objective of capital appreciation by principally investing in domestic stocks that the Advisor believes to have above-average growth potential relative to their peers. The Advisor uses a proprietary screening system that incorporates quantitative and fundamental analysis in order to construct the fund's portfolio. The fund invests principally in domestic common stocks and is not limited in its investments by market capitalization.

Cavalier

Fund Family

Mid-Cap Growth

Fund Category

59.12M

Net Assets

2013-11-04

Inception Date

Performance Overview: CFGAX

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Trailing returns as of 11/5/2021. Category is Mid-Cap Growth.

YTD Return

CFGAX
19.42%
Category
10.80%
 

1-Year Return

CFGAX
25.17%
Category
48.17%
 

3-Year Return

CFGAX
15.77%
Category
21.26%
 

5-Year Return

CFGAX
11.00%
Category
20.18%
 

Holdings: CFGAX

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Sector Weightings

SectorCFGAX
Technology   40.97%
Healthcare   14.72%
Industrials   1.41%
Real Estate   0.49%
Energy   0.38%
Utilities   0.37%

Recent News: CFGAX

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Research Reports: CFGAX

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