Cavanal Hill funds Mutual Funds List
Here you can find all mutual funds issued by Cavanal Hill funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.93%
- Avg. 1 Year Return
- 14.22%
- Avg. 5 Year Return
- 5.14%
- Median Risk/Return Score
- 44 / 100
Cavanal Hill funds Mutual Funds List
6 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 Bond Fund | Intermediate Core Bond | Sep 28, 1990 | 0.72% | 0.30% | 1.12% | 3.73% | 19 | ||||||||
| Cavanal Hill Strategic Enhanced Yield Fund | Multisector Bonds | Dec 25, 2017 | 1.01% | 0.61% | — | 3.94% | 35 | ||||||||
| Cavanal Hill Hedged Income Fund | Options Trading | Dec 27, 2020 | 1.35% | 5.70% | — | 0.32% | 53 | ||||||||
| Cavanal Hill Limited Duration Fund | Short-Term Bond | Oct 19, 1994 | 0.76% | 0.74% | 1.90% | 3.28% | 33 | ||||||||
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | Dec 25, 2017 | 0.60% | 0.81% | — | 2.44% | 98 | ||||||||
| Cavanal Hill World Energy Fund | Energy Equities | Feb 3, 2014 | 1.15% | 29.37% | 11.98% | 0.58% | 84 |
Explore top Cavanal Hill funds Mutual Fund Categories and Asset Classes
Cavanal Hill funds Bond Mutual fundsCavanal Hill funds Alternatives Mutual fundsCavanal Hill funds Equity Mutual fundsCavanal Hill funds Energy Equities Mutual fundsCavanal Hill funds Intermediate Core Bond Mutual fundsCavanal Hill funds Multisector Bonds Mutual fundsCavanal Hill funds Municipal Bonds Mutual fundsCavanal Hill funds 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.
Loading charts...
5 Years
Best Cavanal Hill funds Mutual funds by Risk/Return Score
The top Cavanal Hill funds Mutual funds by PortfoliosLab Risk/Return Score are APUSX (98) and APWEX (84).
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 Ultra Short Tax-Free Income Fund | 98 | — | Dec 2017 | |
| Cavanal Hill World Energy Fund | 84 | — | Feb 2014 | |
| Cavanal Hill Hedged Income Fund | 53 | — | Dec 2020 | |
| Cavanal Hill Strategic Enhanced Yield Fund | 35 | — | Dec 2017 | |
| Cavanal Hill Limited Duration Fund | 33 | — | Oct 1994 |
Best-Performing Cavanal Hill funds Mutual funds Over 5 Years
The top Cavanal Hill funds Mutual funds is APWEX (19.54%).
Across the lineup, Cavanal Hill funds Mutual funds show an average 1-year return of 14.22% and an average 5-year return of 5.14%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cavanal Hill World Energy Fund | 19.54% | — | Feb 2014 | |
| Cavanal Hill Hedged Income Fund | 6.83% | — | Dec 2020 | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 2.09% | — | Dec 2017 | |
| Cavanal Hill Limited Duration Fund | 1.81% | — | Oct 1994 | |
| Cavanal Hill Strategic Enhanced Yield Fund | 0.74% | — | Dec 2017 |
Lowest-Cost Cavanal Hill funds Mutual funds
The top Cavanal Hill funds Mutual funds is APUSX (0.60%).
With an average expense ratio of 0.93%, Cavanal Hill funds 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 Strategic Enhanced Yield Fund | 1.01% | — | Dec 2017 | |
| Cavanal Hill World Energy Fund | 1.15% | — | Feb 2014 |
Highest-Yield Cavanal Hill funds Mutual funds
The top Cavanal Hill funds Mutual funds is APENX (3.94%).
Across the lineup, Cavanal Hill funds Mutual funds show an average dividend yield of 2.38%, 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 | 3.94% | — | Dec 2017 | |
| Cavanal Hill Bond Fund | 3.73% | — | Sep 1990 | |
| Cavanal Hill Limited Duration Fund | 3.28% | — | Oct 1994 | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 2.44% | — | Dec 2017 | |
| Cavanal Hill World Energy Fund | 0.58% | — | Feb 2014 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
APUSX vs. ALTHXAPUSX vs. MYIAPUSX vs. CBTAXAPUSX vs. FOHFXAPUSX vs. VWSUXAPBDX vs. DUTMXAPBDX vs. JIBEXAPBDX vs. MCDWXAPBDX vs. FEDUXAPBDX vs. PCGTXAPWEX vs. RYEIXAPWEX vs. SCHDAPWEX vs. SPYAPWEX vs. OLGAXAPWEX vs. VOOAPLIX vs. STTIXAPLIX vs. GTSOXAPLIX vs. JHQDXAPLIX vs. SDAIXAPLIX vs. CIHEXAPENX vs. FDFIXAPENX vs. QQQAPENX vs. AXSIXAPENX vs. JSVIXAPENX vs. RFXIXAPSTX vs. DFAIXAPSTX vs. VBISXAPSTX vs. DFCFXAPSTX vs. DFEQXAPSTX vs. DHEAX