3 / 5 Stars
4 5 5 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#59 in Intermediate-Term Bond
U.S. News evaluated 273 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 3.15 percent over the past year, 4.37 percent over the past three years, 7.73 percent over the past five years, and 4.54 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.1%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||7.7%|
|10 Years (Annualized)||4.5%|
The investment seeks total return. The fund invests primarily in debt obligations that are rated within the three highest ratings categories assigned by a nationally recognized statistical ratings organization, or of comparable quality, at the time of purchase. It invests at least 80% of its assets in bonds. The fund will generally maintain a dollar-weighted average portfolio maturity of three to ten years. It also invests in money market instruments.
Fees are Above Average compared to funds in the same category.
Cavanal Hill Bond Fund has an expense ratio of 0.77 percent.
Risk is Average compared to funds in the same category according to Morningstar.