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Cavanal Hill Moderate Duration Instl AIFBX

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

Morningstar’s Analysis AIFBX

Will AIFBX outperform in future?

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

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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