Mutual Funds

Sub-Advisory Fund Relationship


Navellier & Associates is the investment advisor for one mutual fund.

  • Cavalier Funds

The Fundamental Growth Fund is a quantitative equity strategy that targets stocks with an above-average dividend yield which is paired with a dynamic cash management process. It is offered through Cavalier Funds:

  Cavalier Fundamental Growth CAFGX Click Here to view the fund on Morningstar.com.

For more information about the Cavalier Fundamental Growth Fund, contact us today. Investors should consider the investment objective, management fees, risks, charges and expenses of the Fund carefully before investing. The Prospectus contains this and other information about the Fund. For a current Prospectus, call (888) 721-4588, visit us at Cavalier Funds or email us at info@cavalierfunds.com. Please read the Prospectus carefully before you invest.

An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: General Market Risk, Management Style Risk, Quantitative Model Risk, Common Stock Risk, Large-Cap Securities, Risk, Small-Cap and Mid-Cap Securities Risk, Micro-Cap Securities Risk, Foreign Investment Risk, Emerging Markets Risk, Currency Risk, Depository Risk, and Investment Advisory Risk. More information about these risks can be found in the Fund’s prospectus.

The Cavalier Fundamental Growth Fund is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E Six Forks Rd, Suite 200, Raleigh, NC, 27609, (800) 773-3863. There is no affiliation between Cavalier Investments, the Investment Advisor to the Fund, Navellier & Associates, the Investment Sub-Advisor to the Fund,  including their principals, and Capital Investment Group, Inc. RCCAV0716003