Skip to Content

Cavanal Hill Bond Investor APBDX

Quantitative rating as of
NAV / 1-Day Return
8.41  /  0.49 %
Total Assets
117.4 Mil
Adj. Expense Ratio
0.740%
Expense Ratio
0.720%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
100
Status
Open
TTM Yield
2.37%
Effective Duration

Morningstar’s Analysis APBDX

Will APBDX outperform in future?

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

Summary

|

Cavanal Hill Bond Investor's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor