| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#17 in Intermediate-Term Bond
U.S. News evaluated 320 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Cavanal Hill funds funds
Performance
The fund has returned 9.77 percent over the past year, 8.24 percent over the past three years, 5.21 percent over the past five years, and 4.31 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.5% |
| 1 Year | 9.8% |
| 3 Years (Annualized) | 8.2% |
| 5 Years (Annualized) | 5.2% |
| 10 Years (Annualized) | 4.3% |
Summary
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 and maintains the dollar-weighted average maturity of its portfolio between three and ten years. The fund also invests in money market instruments.
Fees
Fees are Above Average compared to funds in the same category.
Cavanal Hill Intermediate Bond Fund has an expense ratio of 0.89 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
