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Sector Rotation Fund (NAVFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.84+0.01 (+0.06%)
At close: 08:00PM EDT

Sector Rotation Fund

Rocky Mount NC 27802-0069

116 South Franklin Street

Starboard Investment Trust

252-972-9922 EXT.249
Management information
Mark Anthony Grimaldi,Lead manager since 30 December 2009
Mark A. Grimaldi, CFS, is a founder, President and part owner of Navigator Money Management, Inc. Mr. Grimaldi also serves as Vice President of Prestige Financial, Inc. He began his career in money management in 1986 as an Investment Coordinator at Meyer Handelman Company in New York. After two years, he joined Prime Financial Services as Director of Operations. In 1992, Mr. Grimaldi accepted a position as Manager, Securities Operations at Marshall & Sterling Consultants in Poughkeepsie, New York. In 1997, he earned the Certified Fund Specialist (CFS) designation. Mr. Grimaldi has held various securities licenses including Series 6, 7, 24, & 63. From March of 1989 through October 2005, Mr. Grimaldi coordinated and taught securities training classes at Dutchess Community College, Poughkeepsie, New York. In 2004, Mr. Grimaldi became Chief Portfolio Manager of the Navigator Newsletters for which he currently writes the lead economic forecast article. Mr. Grimaldi co-managed 80% of the original Navigator Fund from January 1, 2008 through January 30, 2009. Mr. Grimaldi graduated Albany State University in 1985 with a BA degree in Economics.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyGrimaldi Portfolio Solutions, Inc
Net assets35.35M
YTD return9.11%
Yield0.00%
Morningstar rating★★
Inception date30 Dec 2009

Fund operations

Last dividend0.38
Last cap gain18.00
Holdings turnover234.10%
Average for categoryN/A

Fees and expenses

ExpenseNAVFXCategory average
Annual report expense ratio (net)2.18%0.99%
Prospectus net expense ratio2.18%N/A
Prospectus gross expense ratio2.18%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A