Cavanal Hill Limited Duration Fund (APSTX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APSTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APSTX
APSTX charges 0.76% annually. There are 102 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | APSTX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | APSTX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | APSTX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | APSTX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | APSTX vs VBISX |
Best Risk-Adjusted Alternatives to APSTX
APSTX has a PortfoliosLab risk / return rank of 32. There are 120 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | APSTX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | APSTX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | APSTX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | APSTX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | APSTX vs DBLSX |
Top Performing APSTX Alternatives (YTD)
APSTX is at 0.74% YTD. There are 68 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | APSTX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | APSTX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | APSTX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | APSTX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | APSTX vs BATAX |
Lowest Volatility Alternatives to APSTX
APSTX has 2.32% 1-year volatility. There are 102 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | APSTX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | APSTX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | APSTX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | APSTX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | APSTX vs DHEAX |
Lowest Drawdown Alternatives to APSTX
APSTX has a 1-year max drawdown of -1.48%. There are 84 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | APSTX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | APSTX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | APSTX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | APSTX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | APSTX vs HOBEX |
Other Mutual Funds from Cavanal Hill funds
The 5 most viewed Cavanal Hill funds mutual funds shown here include APUSX, APBDX, APWEX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 98 | 0.81% | — | Dec 2017 | APSTX vs APUSX | |
| Cavanal Hill Bond Fund | Intermediate Core Bond | 20 | 0.30% | — | Sep 1990 | APSTX vs APBDX | |
| Cavanal Hill World Energy Fund | Energy Equities | 86 | 32.00% | — | Feb 2014 | APSTX vs APWEX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 55 | 6.46% | — | Dec 2020 | APSTX vs APLIX | |
| Cavanal Hill Strategic Enhanced Yield Fund | Multisector Bonds | 37 | 0.72% | — | Dec 2017 | APSTX vs APENX |
Often Compared With APSTX
Investors most often compare APSTX with DFCFX, TSDLX, STBFX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 66 | 1.52% | — | Jun 1996 | APSTX vs DFCFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 96 | 0.90% | — | Dec 2020 | APSTX vs TSDLX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | APSTX vs STBFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | APSTX vs DLDFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | APSTX vs SNSAX |
Compare APSTX with Any Fund or Stock
Compare APSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APSTX with funds that move differently
Cavanal Hill Limited Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APSTX.
Explore APSTX Diversifiers