Cavanal Hill Bond Fund (APBDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to APBDX
APBDX charges 0.72% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among APBDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | APBDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | APBDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | APBDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | APBDX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | APBDX vs WFBIX |
Best Risk-Adjusted Alternatives to APBDX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | APBDX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | APBDX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | APBDX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | APBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | APBDX vs DFXIX |
Top Performing APBDX Alternatives (YTD)
APBDX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | APBDX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | APBDX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | APBDX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | APBDX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | APBDX vs TCPYX |
Lowest Volatility Alternatives to APBDX
APBDX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | APBDX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | APBDX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | APBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | APBDX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | APBDX vs JIBEX |
Lowest Drawdown Alternatives to APBDX
APBDX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | APBDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | APBDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | APBDX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | APBDX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | APBDX vs JIBEX |
Other Mutual Funds from Cavanal Hill funds
Most popular Cavanal Hill funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cavanal Hill World Energy Fund | Energy Equities | 95 | 27.84% | Feb 3, 2014 | APBDX vs APWEX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 99 | 0.21% | Dec 25, 2017 | APBDX vs APUSX | |
| Cavanal Hill Strategic Enhanced Yield Fund | Multisector Bonds | 65 | -0.44% | Dec 25, 2017 | APBDX vs APENX | |
| Cavanal Hill Limited Duration Fund | Short-Term Bond | 80 | -0.03% | Oct 19, 1994 | APBDX vs APSTX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 51 | -5.79% | Dec 27, 2020 | APBDX vs APLIX |
Often Compared With APBDX
What investors most often compare with APBDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Manning & Napier Credit Series | Intermediate Core Bond | 81 | -0.35% | Apr 15, 2020 | APBDX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | Intermediate Core Bond | 68 | -0.05% | May 17, 2023 | APBDX vs FSMOX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | APBDX vs UMMGX |
Compare APBDX with Any Fund or Stock
Compare APBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.