Adaptive Tactical Economic Fund Class A Shares
Starboard Investment Trust (Cavalier)
Post Office Box 69,116 South Franklin Street
Rocky Mount, NC 27802-0069
800-773-3863
管理資訊
Scott Wetherington,自 2016年7月14日 起的牽頭經辦人
Scott is an accomplished member of the Cavalier team with 25 years of experience in portfolio management, research and investment strategies. Scott serves as Chief Investment Officer and is responsible for leading the research and investment strategies for Cavalier’s Mutual Funds. He also serves as Portfolio Manager for Cavalier’s Tactical Economic SMA, Cavalier Tactical Economic Fund, Cavalier Hedged High Income Fund and the NE Index Fund. Prior to Cavalier, Scott served as Senior Portfolio Manager and Chief Investment Strategist for Linder Capital Advisors. Scott is a frequent speaker at conferences on Portfolio Management and has been honored as a guest speaker at Georgia Institute of Technology. Scott earned his Bachelor of Business Administration at James Madison University. He resides in Georgia with his family. Scott also holds the Chartered Financial Analyst designation (CFA) and is a member of the Atlanta Society of Finance and Investment Professionals.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Tactical Allocation
基金家族Cavalier
淨資產13.76M
本年度至今日回報21.03%
收益率0.00%
晨星評級★★★
成立日期2018年10月18日
基金運作
上次股息0.15
上次資本增益0.00
持股週轉率141.55%
組別平均無
費用與支出
支出CAVMX類別平均
年報支出比率 (淨值)1.61%1.29%
招股書淨支出比率1.61%無
招股書總支出比率2.94%無
最高 12b1 費用0.25%無
最高首次認購費4.50%5.22%
最高遞延銷售費用無1.17%
3 年支出預測1,199無
5 年支出預測1,816無
10 年支出預測3,474無
