3 / 5 Stars
4 4 4 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 247 Moderate Allocation 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 12.66 percent over the past year, 8.38 percent over the past three years, 15.54 percent over the past five years, and 6.18 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||6.2%|
The investment seeks capital appreciation and income. The fund normally invests between 50% and 75% of assets in equity securities and at least 25% of assets in fixed income securities 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. The equity portion of the fund primarily consists of large capitalization, mid capitalization and small capitalization stocks. It seeks to maintain a dollar-weighted average portfolio maturity of three to twelve years for the debt portion of its portfolio.
Fees are Average compared to funds in the same category.
Cavanal Hill Balanced Fund has an expense ratio of 0.65 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.