Cavanal Hill Mutual Funds List
Here you can find all mutual funds issued by Cavanal Hill and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 0.93%
- Avg. 1 Year Return
- 11.83%
- Avg. 5 Year Return
- 7.69%
- Median Risk/Return Score
- 37 / 100
Cavanal Hill Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cavanal Hill World Energy Fund Institutional Class | Energy Equities | Feb 3, 2014 | 0.91% | 24.71% | 12.06% | 0.94% | 60 | ||||||||
| Cavanal Hill Bond Fund | Intermediate Core Bond | Sep 28, 1990 | 0.72% | -0.69% | 0.88% | 3.50% | 21 | ||||||||
| Cavanal Hill Strategic Enhanced Yield Fund | Multisector Bonds | Dec 25, 2017 | 1.01% | -0.48% | — | 3.68% | 28 | ||||||||
| Cavanal Hill Hedged Income Fund | Options Trading | Dec 27, 2020 | 1.35% | 5.63% | — | 0.40% | 37 | ||||||||
| Cavanal Hill Limited Duration Fund | Short-Term Bond | Oct 19, 1994 | 0.76% | 0.60% | 1.85% | 3.02% | 53 | ||||||||
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | Dec 25, 2017 | 0.60% | 0.90% | — | 2.19% | 23 | ||||||||
| Cavanal Hill World Energy Fund | Energy Equities | Feb 3, 2014 | 1.15% | 24.58% | 11.83% | 0.73% | 64 |
Explore top Cavanal Hill Mutual Fund Categories and Asset Classes
Cavanal Hill Bond Mutual fundsCavanal Hill Equity Mutual fundsCavanal Hill Alternatives Mutual fundsCavanal Hill Energy Equities Mutual fundsCavanal Hill Intermediate Core Bond Mutual fundsCavanal Hill Multisector Bonds Mutual fundsCavanal Hill Municipal Bonds Mutual fundsCavanal Hill Options Trading Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Cavanal Hill Mutual funds by Risk/Return Score
The top Cavanal Hill Mutual funds by PortfoliosLab Risk/Return Score are APWEX (64) and AIWEX (60).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Cavanal Hill World Energy Fund | 64 | — | Feb 2014 | |
| Cavanal Hill World Energy Fund Institutional Class | 60 | — | Feb 2014 | |
| Cavanal Hill Limited Duration Fund | 53 | — | Oct 1994 | |
| Cavanal Hill Hedged Income Fund | 37 | — | Dec 2020 | |
| Cavanal Hill Strategic Enhanced Yield Fund | 28 | — | Dec 2017 |
Best-Performing Cavanal Hill Mutual funds Over 5 Years
The top Cavanal Hill Mutual funds is AIWEX (21.91%).
Across the lineup, Cavanal Hill Mutual funds show an average 1-year return of 11.83% and an average 5-year return of 7.69%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cavanal Hill World Energy Fund Institutional Class | 21.91% | — | Feb 2014 | |
| Cavanal Hill World Energy Fund | 21.62% | — | Feb 2014 | |
| Cavanal Hill Hedged Income Fund | 6.79% | — | Dec 2020 | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 2.10% | — | Dec 2017 | |
| Cavanal Hill Limited Duration Fund | 1.76% | — | Oct 1994 |
Lowest-Cost Cavanal Hill Mutual funds
The top Cavanal Hill Mutual funds is APUSX (0.60%).
With an average expense ratio of 0.93%, Cavanal Hill Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | 0.60% | — | Dec 2017 | |
| Cavanal Hill Bond Fund | 0.72% | — | Sep 1990 | |
| Cavanal Hill Limited Duration Fund | 0.76% | — | Oct 1994 | |
| Cavanal Hill World Energy Fund Institutional Class | 0.91% | — | Feb 2014 | |
| Cavanal Hill Strategic Enhanced Yield Fund | 1.01% | — | Dec 2017 |
Highest-Yield Cavanal Hill Mutual funds
The top Cavanal Hill Mutual funds is APENX (3.68%).
Across the lineup, Cavanal Hill Mutual funds show an average dividend yield of 2.07%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Cavanal Hill Strategic Enhanced Yield Fund | 3.68% | — | Dec 2017 | |
| Cavanal Hill Bond Fund | 3.50% | — | Sep 1990 | |
| Cavanal Hill Limited Duration Fund | 3.02% | — | Oct 1994 | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 2.19% | — | Dec 2017 | |
| Cavanal Hill World Energy Fund Institutional Class | 0.94% | — | Feb 2014 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
APUSX vs. ALTHXAPUSX vs. CBTAXAPUSX vs. MYIAPUSX vs. COLTXAPUSX vs. FOHFXAPBDX vs. DUTMXAPBDX vs. JIBEXAPBDX vs. MCDWXAPBDX vs. FEDUXAPBDX vs. PCGTXAPWEX vs. RYEIXAPWEX vs. SPYAPWEX vs. SCHDAPWEX vs. OLGAXAPWEX vs. FRNWAPLIX vs. STTIXAPLIX vs. GTSOXAPLIX vs. JHQDXAPLIX vs. SDAIXAPLIX vs. GCPYXAPSTX vs. DFAIXAPSTX vs. VBISXAPSTX vs. DFCFXAPSTX vs. DFEQXAPSTX vs. DHEAXAPENX vs. FDFIXAPENX vs. QQQAPENX vs. AXSIXAPENX vs. JSVIXAPENX vs. RFXIXAIWEX vs. FRNRXAIWEX vs. PAXDXAIWEX vs. FMGIXAIWEX vs. CSUIXAIWEX vs. DHIVX