Advertisement
Skip to Content

Cavanal Hill Limited Duration Investor APSTX

Quantitative rating as of | See Cavanal Hill Investment Hub
  • NAV / 1-Day Return 8.94  /  0.31 %
  • Total Assets 40.8 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.830%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 2.09%
  • Effective Duration

Morningstar’s Analysis APSTX

Will APSTX outperform in future?

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

Summary

|

Cavanal Hill Limited Duration Investor's Average Process Pillar and People 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