Cavanal Hill Funds Intermediate Tax-Free Bond Fund

Scorecard
3 / 5 Stars
Lipper
2 4 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

#29 in Muni National Interm

U.S. News evaluated 82 Muni National Interm Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -0.35 percent over the past year, 3.87 percent over the past three years, 3.92 percent over the past five years, and 3.41 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year -0.4%
3 Years (Annualized) 3.9%
5 Years (Annualized) 3.9%
10 Years (Annualized) 3.4%

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Summary

The investment seeks current income, consistent with the preservation of capital that is exempt from federal income tax. The fund normally invests at least 80% of its assets in bonds which pay interest that is not subject to federal alternative minimum tax for shareholders who are individuals. It also invests at least 80% of its assets in tax-free bonds and maintains a dollar-weighted average maturity between three to ten years. The fund invests at least 65% of assets in municipal bonds and debentures that are rated within the three highest ratings categories assigned by a nationally recognized statistical ratings organization, or of comparable quality.

Fees

Fees are Low compared to funds in the same category.
Cavanal Hill Funds Intermediate Tax-Free Bond Fund has an expense ratio of 0.73 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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