| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
4
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
U.S. News evaluated 473 Large Growth 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 10.66 percent over the past year, 7.71 percent over the past three years, 3.40 percent over the past five years, and 8.31 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.9% |
| 1 Year | 10.7% |
| 3 Years (Annualized) | 7.7% |
| 5 Years (Annualized) | 3.4% |
| 10 Years (Annualized) | 8.3% |
Summary
The investment seeks growth of capital and, secondarily, income. The fund invests at least 80% of assets in equity securities of large U.S. companies. It invests at least 80% of assets in a universe of equity securities of large U.S. companies having an average market capitalization in excess of $7 billion at the time of purchase.
Fees
Fees are Average compared to funds in the same category.
Cavanal Hill U.S. Large Cap Equity Fund has an expense ratio of 0.67 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
