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U.S. News evaluated 145 Mid-Cap Blend 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 13.76 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.2% |
| 1 Year | 13.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks positive investment returns. The fund invests in a wide range of financial instruments, market sectors and asset classes in the U.S. and other markets. It may invest in equity securities of issuers of any market capitalization, including convertible, private placement/restricted, IPOs, emerging market securities, real estate investment trusts and master limited partnerships. The fund may also invest in pooled investment vehicles, including other registered investment companies and ETFs. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Cavanal Hill Opportunistic Fund has an expense ratio of 2.90 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
