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CATDX Cavalier Global Opportunities Advisor

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Fund CATDX Cavalier Global Opportunities Advisor ICSNX Innealta Capital Sector Rotation N  
100% 87%
Annual Fees
(2.37% Exp. Ratio)
(1.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$12,261.51 $14,825.93
Est. savings over 30 yrs +$2,564.42
As of 12/31/16
1 YR RETURN 10.55%
3 YR 2.20%
5 YR --
10 YR --
1 YR RETURN 17.66%
3 YR 5.49%
5 YR 4.04%
10 YR --
The investment seeks capital appreciation. The fund invests in no-load, institutional, and exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund ("portfolio funds") or making direct investments in portfolio securities based upon institutional research, recommendations, and trading signals from investment model managers or other third-party research providers. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested in equity securities or portfolio funds that invest in equity securities.
The investment seeks capital appreciation and current income. Under normal market conditions, the fund operates as a fund of funds, investing primarily in equity representative ETFs. It may also invest in fixed income representative ETFs and alternative asset class ETFs. The fund's strategy is based on a proprietary tactical asset allocation model that normally invests in U.S. sectors (as defined by Global Industry Classification Structure (GICS) equity markets based on the specific risk/reward characteristics of individual sector or sub-sector equity markets by investing in representative exchange-traded funds ("ETFs").

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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