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Cavanal Hill Opportunistic Institutional AIOPX

Quantitative rating as of
  • NAV / 1-Day Return 13.31  /  0.22 %
  • Total Assets 32.9 Mil
  • Adj. Expense Ratio
    1.000%
  • 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.

Summary

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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.

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