CFNDX

About CFNDX

Cargile Fund is an open-end mutual fund designed to achieve long-term capital appreciation through a tactical allocation strategy. The fund operates within the tactical allocation category, dynamically adjusting its exposure to equity and fixed income markets based on a proprietary trend analysis model. This model guides the allocation of assets among exchange traded funds (ETFs) that typically invest in broad equity indices, such as the S&P 500, as well as fixed income securities and cash equivalents. Under certain market conditions, the fund may hold significant proportions in a single ETF or money market instrument, and it retains the flexibility to allocate a substantial portion to leveraged ETFs during high-conviction trend signals. As a non-diversified fund, Cargile Fund may concentrate assets in fewer holdings compared to diversified peers, which can lead to concentrated positions, such as substantial allocations to the Vanguard S&P 500 ETF and government money market funds. With a minimum investment requirement and a relatively high expense ratio, the fund appeals to investors seeking an actively managed, adaptive approach to asset allocation in pursuit of capital growth over time.