Weakness in Cavanal Hill Opportunistic Institutional's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 13.31 / 0.22 %
- Total Assets 32.9 Mil
Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Allocation—70% to 85% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.96%
- Turnover 260%
Morningstar’s Analysis AIOPX
Will AIOPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.