Cavanal Hill Strategic Enhanced Yield Fund (APENX) Alternatives
Cavanal Hill Strategic Enhanced Yield Fund (APENX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APENX. 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 APENX
APENX charges 1.01% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among APENX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | APENX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | APENX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | Jun 1, 2014 | APENX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | APENX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | Aug 20, 2013 | APENX vs MOFIX |
Best Risk-Adjusted Alternatives to APENX
Among mutual funds in the Multisector Bonds 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 | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | APENX vs NWXHX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | APENX vs CBLDX | |
| Nationwide Strategic Income A | 98 | Nov 2, 2015 | APENX vs NWXEX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | APENX vs JSVIX | |
| Doubleline Selective Credit Fund | 98 | Aug 3, 2014 | APENX vs DBSCX |
Top Performing APENX Alternatives (YTD)
APENX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Conquer Risk Managed Volatility Fund | 1.11% | Jun 30, 2020 | APENX vs CRMVX | |
| Rational Special Situations Income Fund | 1.01% | Jul 16, 2019 | APENX vs RFXIX | |
| Doubleline Selective Credit Fund | 0.84% | Aug 3, 2014 | APENX vs DBSCX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | APENX vs NWXHX | |
| Axonic Strategic Income Fund | 0.69% | Dec 29, 2019 | APENX vs AXSIX |
Lowest Volatility Alternatives to APENX
APENX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | APENX vs CBLDX | |
| Rational Special Situations Income Fund | 1.56% | Jul 16, 2019 | APENX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | Jun 29, 2016 | APENX vs MZLSX | |
| Nationwide Strategic Income A | 1.60% | Nov 2, 2015 | APENX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | APENX vs NWXHX |
Lowest Drawdown Alternatives to APENX
APENX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | APENX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | APENX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | APENX vs NWXEX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | APENX vs AXSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | APENX vs BWDTX |
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 | APENX vs APWEX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 99 | 0.21% | Dec 25, 2017 | APENX vs APUSX | |
| Cavanal Hill Bond Fund | Intermediate Core Bond | 37 | -0.56% | Sep 28, 1990 | APENX vs APBDX | |
| Cavanal Hill Limited Duration Fund | Short-Term Bond | 80 | -0.03% | Oct 19, 1994 | APENX vs APSTX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 51 | -5.79% | Dec 27, 2020 | APENX vs APLIX |
Often Compared With APENX
What investors most often compare with APENX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 42 | -7.27% | Mar 9, 2017 | APENX vs FDFIX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | APENX vs QQQ | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 81 | 0.44% | Jun 29, 2021 | APENX vs CBRDX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 98 | 0.53% | Apr 3, 2009 | APENX vs ESIIX | |
| Angel Oak Multi-Strategy Income Fund | Multisector Bonds | 97 | 0.41% | Jun 27, 2011 | APENX vs ANGLX |
Compare APENX with Any Fund or Stock
Compare APENX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.