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.
- NAV / 1-Day Return 8.94 / 0.31 %
- Total Assets 40.8 Mil
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Adj. Expense Ratio
- 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.