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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.33% -0.02% 369.62M 56476.40
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.36% 727.0% 18.80M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund seeks to achieve its investment objective by investing in exchange-traded funds that are not affiliated with the Fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Core
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Cavalier Funds
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-19.22%
19.07%
15.95%
10.54%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
29.63%
-9.61%
8.23%
2.42%
19.14%
-2.81%
0.66%
6.74%
19.05%
-15.36%
28.22%
32.77%
6.47%
-44.34%
4.72%
21.83%
22.43%
-16.15%
19.42%
7.77%
14.64%
-31.76%
-8.38%
17.90%
23.36%
--
--
--
-5.20%
-22.64%
19.27%
19.38%
17.18%
As of December 11, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.03%
Stock 92.20%
Bond 0.07%
Convertible 0.00%
Preferred 0.08%
Other 7.62%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund seeks to achieve its investment objective by investing in exchange-traded funds that are not affiliated with the Fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Core
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Cavalier Funds
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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