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CVLFX

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1d
1w
1m

Analysis and statistics

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About

CVLFX.US represents the Cavalier Long/Short Fund Investor Class shares. This mutual fund aims to achieve capital appreciation by investing primarily in a combination of long and short positions in equity securities of U.S. companies. The fund utilizes a flexible investment strategy, actively managing its exposure to different sectors and market capitalizations. It seeks to outperform its benchmark index while mitigating downside risk through its short positions.
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Factors

Market Interest Rates: Rising rates generally decrease bond values, lowering CVLFX's NAV, while falling rates increase bond values, boosting its NAV.

Credit Quality: Deterioration in the creditworthiness of bonds held by CVLFX can lead to price declines, and upgrades can increase prices.

Inflation Expectations: Higher inflation expectations often lead to higher interest rates and lower bond prices within CVLFX.

Economic Growth: Stronger economic growth can lead to higher interest rates and potentially lower bond prices in CVLFX. Slower growth may have the opposite effect.

Fund Management: The fund manager's investment strategy, security selection, and trading activity influence the fund's performance and price.

Supply and Demand: The balance between buying and selling pressure for CVLFX shares in the market can affect its price, particularly deviations from its NAV.

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