Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Cavanal Hill Mutual Funds
View all of Cavanal Hill’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Cavanal Hill Mutual Funds List
1 to 25 of 26 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Cavanal Hill Strategic Enhanced Yield Fund Investor | APENX | Intermediate Core-Plus Bond | −2.42% | 23 | 1.010% | High | No Load | $100 | ||
| Cavanal Hill Strategic Enhanced Yield Fund Class A | AAENX | Intermediate Core-Plus Bond | −2.38% | 22 | 1.010% | High | Front Load | $0 | ||
| Cavanal Hill Strategic Enhanced Yield Fund Institutional | AIENX | Intermediate Core-Plus Bond | −2.20% | 15 | 0.760% | High | Institutional | $1,000 | ||
| Cavanal Hill Ultra Short Tax-Free Income Fund Investor | APUSX | Muni National Short | — | 1.54% | 10 | 0.600% | Above Average | No Load | $100 | |
| Cavanal HillUltra Short Tax-Free Income Fund Institutional | AIUSX | Muni National Short | — | 1.84% | 1 | 0.350% | Average | Institutional | $1,000 | |
| Cavanal Hill World Energy & Power Fund Investor | APWEX | Equity Energy | 30.25% | 58 | 1.160% | Average | No Load | $100 | ||
| Cavanal Hill World Energy & Power Fund C | ACWEX | Equity Energy | 29.49% | 60 | 1.910% | Average | Level Load | $0 | ||
| Cavanal Hill World Energy & Power Fund A | AAWEX | Equity Energy | 30.19% | 58 | 1.160% | Below Average | Front Load | $0 | ||
| Cavanal Hill World Energy & Power Fund Institutional | AIWEX | Equity Energy | 30.48% | 56 | 0.910% | Average | Institutional | $1,000 | ||
| Cavanal Hill Hedged Equity Income Fund Institutional | AILIX | Equity Hedged | 8.30% | 45 | 1.100% | Below Average | Institutional | $1,000 | ||
| Cavanal Hill Ultra Short Tax-Free Income Fund Class A | AAUSX | Muni National Short | — | 1.55% | 9 | 0.600% | High | Front Load | $0 | |
| Cavanal Hill Limited Duration Fund Institutional Class | AISTX | Short-Term Bond | — | −0.16% | 73 | 0.510% | Above Average | Institutional | $1,000 | |
| Cavanal Hill Bond Fund Class A | AABOX | Intermediate Core Bond | — | −2.75% | 25 | 0.730% | Below Average | Front Load | $0 | |
| Cavanal Hill Bond Fund Investor Class | APBDX | Intermediate Core Bond | — | −2.86% | 39 | 0.730% | Above Average | No Load | $100 | |
| Cavanal Hill Hedged Equity Income Fund A | AALIX | Equity Hedged | 8.01% | 53 | 1.350% | Below Average | Front Load | $0 | ||
| Cavanal Hill Hedged Equity Income Fund Investor | APLIX | Equity Hedged | 8.21% | 48 | 1.350% | Above Average | No Load | $100 | ||
| Cavanal Hill Bond Fund Institutional Class | AIBNX | Intermediate Core Bond | — | −2.58% | 17 | 0.490% | Above Average | Institutional | $1,000 | |
| Cavanal Hill Limited Duration Fund Investor Class | APSTX | Short-Term Bond | — | −0.35% | 82 | 0.760% | High | No Load | $100 | |
| Cavanal Hill Limited Duration Fund Class A | AASTX | Short-Term Bond | — | −0.35% | 82 | 0.760% | Above Average | Front Load | $0 | |
| Cavanal Hill U.S. Treasury Fund Select Class | APNXX | Money Market-Taxable | — | — | 2.70% | — | 0.170% | — | — | $1M |
| Cavanal Hill U.S. Treasury Fund Administrative Class | APGXX | Money Market-Taxable | — | — | 2.31% | — | 0.670% | — | — | $1,000 |
| Cavanal Hill U.S. Treasury Fund Institutional Class | APKXX | Money Market-Taxable | — | — | 2.64% | — | 0.250% | — | — | $1,000 |
| Cavanal Hill Government Securities Money Market Fund Select Class | APSXX | Money Market-Taxable | — | — | 2.70% | — | 0.190% | — | — | $1M |
| Cavanal Hill Government Securities Money Market Fund Administrative Class | APCXX | Money Market-Taxable | — | — | 2.31% | — | 0.690% | — | — | $1,000 |
| Cavanal Hill Government Securities Money Market Fund Premier Class | APPXX | Money Market-Taxable | — | — | 2.31% | — | 0.690% | — | — | $1,000 |
Cavanal Hill Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States