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Morningstar

Cavanal Hill Moderate Duration Instl AIFBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.66  /  0.42 %
  • Total Assets 15.4 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.24%
  • Effective Duration —

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 12:35 AM GMT+00:00

Morningstar’s Analysis AIFBX

Will AIFBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AIFBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AIFBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AIFBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Cavanal Hill Moderate Duration Instl's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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