Mutual Funds - Latest Summary ( 2 Funds, 8 Classes )


Cavanal Hill World Energy Fund

NA > NA

AAWEX rank - 10 of 66

The fund seeks growth and income by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a wide range of energy-related financial ins

YTD
-100%
2024
10.46%

Cavanal Mid Cap Core Equity Fund

Mid-Cap > Core

AAWVX rank - 54 of 282

The fund seeks total return by investing in mid-size companies in the United States.

The investment process starts with quantitative analysis to identify overlooked stocks exhibiting attractive financial characteristics.

Next, the research team using a proprietary system ranks stocks based on fundamental factors like valuation and growth and technical factors like momentum, reversal and volatility.

The team builds a portfolio of stocks that exhibit consistent and superior risk adjusted returns.    

YTD
0%
2024
-100%
1