Cavanal Hill Hedged Income Fund (APLIX) Alternatives
Cavanal Hill Hedged Income Fund (APLIX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APLIX. 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 APLIX
APLIX charges 1.35% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among APLIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | APLIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | APLIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | APLIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | APLIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | APLIX vs GTEYX |
Best Risk-Adjusted Alternatives to APLIX
Among mutual funds in the Options Trading 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 | |
|---|---|---|---|---|
| Princeton Premium Fund | 88 | Nov 15, 2016 | APLIX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | APLIX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | APLIX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | APLIX vs SHIIX | |
| Swan Defined Risk Fund | 49 | Jul 29, 2012 | APLIX vs SDRIX |
Top Performing APLIX Alternatives (YTD)
APLIX alternatives from the Options Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 1.35% | Nov 15, 2016 | APLIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | APLIX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | APLIX vs HRSTX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | APLIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | APLIX vs EIVPX |
Lowest Volatility Alternatives to APLIX
APLIX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | 2.37% | Apr 30, 2007 | APLIX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | APLIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | APLIX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | APLIX vs JHQDX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | APLIX vs SDRIX |
Lowest Drawdown Alternatives to APLIX
APLIX alternatives from the Options Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | -2.42% | Apr 30, 2007 | APLIX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | APLIX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | APLIX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | APLIX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | APLIX vs JHQDX |
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 | APLIX vs APWEX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 99 | 0.21% | Dec 25, 2017 | APLIX vs APUSX | |
| Cavanal Hill Bond Fund | Intermediate Core Bond | 37 | -0.56% | Sep 28, 1990 | APLIX vs APBDX | |
| Cavanal Hill Strategic Enhanced Yield Fund | Multisector Bonds | 65 | -0.44% | Dec 25, 2017 | APLIX vs APENX | |
| Cavanal Hill Limited Duration Fund | Short-Term Bond | 80 | -0.03% | Oct 19, 1994 | APLIX vs APSTX |
Often Compared With APLIX
What investors most often compare with APLIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Glenmede Secured Options Portfolio | Options Trading | 34 | -2.70% | Jun 29, 2010 | APLIX vs GTSOX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 7 | -9.12% | Apr 14, 2016 | APLIX vs IPSAX | |
| MAI Managed Volatility Fund | Options Trading | 42 | -2.75% | Sep 22, 2010 | APLIX vs MAIPX | |
| AlphaCentric Premium Opportunity Fund | Options Trading | 21 | -5.46% | Sep 29, 2016 | APLIX vs HMXIX | |
| JPMorgan Hedged Equity Fund | Options Trading | 26 | -5.70% | Dec 13, 2013 | APLIX vs JHQAX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 50 | -3.57% | Apr 29, 2005 | APLIX vs ETB | |
| Horizon Defined Risk Fund | Options Trading | 47 | -2.97% | Dec 27, 2017 | APLIX vs HNDRX |
Compare APLIX with Any Fund or Stock
Compare APLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.