Cavanal Hill Bond Fund (APBDX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APBDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APBDX
APBDX charges 0.72% annually. There are 88 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | APBDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | APBDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | APBDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | APBDX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | APBDX vs WFBIX |
Best Risk-Adjusted Alternatives to APBDX
APBDX has a PortfoliosLab risk / return rank of 16. There are 82 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 57.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 57 | — | Mar 2006 | APBDX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 54 | — | Oct 2011 | APBDX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 47 | — | Aug 1995 | APBDX vs PCGTX | |
| Manning & Napier Credit Series | 40 | — | Apr 2020 | APBDX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 35 | — | May 2023 | APBDX vs FSMOX |
Top Performing APBDX Alternatives (YTD)
APBDX is at 0.18% YTD. There are 47 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.63% | — | Aug 1995 | APBDX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.36% | — | Mar 2006 | APBDX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | APBDX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | APBDX vs DUTMX | |
| MassMutual Core Bond Fund | 0.74% | — | Sep 1994 | APBDX vs MCBDX |
Lowest Volatility Alternatives to APBDX
APBDX has 3.80% 1-year volatility. There are 31 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | APBDX vs BIMIX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | APBDX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | APBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.60% | — | Aug 2016 | APBDX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | APBDX vs JIBEX |
Lowest Drawdown Alternatives to APBDX
APBDX has a 1-year max drawdown of -2.83%. There are 26 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | APBDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | APBDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | APBDX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | APBDX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | APBDX vs FTHRX |
Other Mutual Funds from Cavanal Hill funds
The 5 most viewed Cavanal Hill funds mutual funds shown here include APUSX, APWEX, APLIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 99 | 0.81% | — | Dec 2017 | APBDX vs APUSX | |
| Cavanal Hill World Energy Fund | Energy Equities | 59 | 24.61% | — | Feb 2014 | APBDX vs APWEX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 45 | 4.27% | — | Dec 2020 | APBDX vs APLIX | |
| Cavanal Hill Strategic Enhanced Yield Fund | Multisector Bonds | 31 | 0.38% | — | Dec 2017 | APBDX vs APENX | |
| Cavanal Hill Limited Duration Fund | Short-Term Bond | 30 | 0.63% | — | Oct 1994 | APBDX vs APSTX |
Often Compared With APBDX
Investors most often compare APBDX with PNIIX, TWTIX, TCPYX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare APBDX with Any Fund or Stock
Compare APBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APBDX with funds that move differently
Cavanal Hill Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APBDX.
Explore APBDX Diversifiers