Cavalier Dynamic Growth Fund Holdings Turnover
Cavalier Dynamic Growth fundamentals help investors to digest information that contributes to Cavalier Dynamic's financial success or failures. It also enables traders to predict the movement of Cavalier Mutual Fund. The fundamental analysis module provides a way to measure Cavalier Dynamic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Cavalier Dynamic mutual fund.
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Cavalier Dynamic Growth Mutual Fund Holdings Turnover Analysis
Cavalier Dynamic's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Current Cavalier Dynamic Holdings Turnover | 312.56 % |
Most of Cavalier Dynamic's fundamental indicators, such as Holdings Turnover, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Cavalier Dynamic Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
CompetitionAccording to the company disclosure, Cavalier Dynamic Growth has a Holdings Turnover of 312%. This is much higher than that of the Cavalier family and significantly higher than that of the Tactical Allocation category. The holdings turnover for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Cavalier Dynamic
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in cash and cash equivalents.Asset allocation divides Cavalier Dynamic's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Cavalier Fundamentals
| Price To Earning | 20.40 X | |||
| Price To Book | 4.43 X | |||
| Price To Sales | 2.60 X | |||
| Year To Date Return | 1.50 % | |||
| One Year Return | (1.42) % | |||
| Three Year Return | 4.07 % | |||
| Five Year Return | 8.36 % | |||
| Net Asset | 8.16 M | |||
| Minimum Initial Investment | 250 | |||
| Holdings Turnover | 312.56 % | |||
| Cash Position Weight | 2.53 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
Other Consideration for investing in Cavalier Mutual Fund
If you are still planning to invest in Cavalier Dynamic Growth check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Cavalier Dynamic's history and understand the potential risks before investing.
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