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Morningstar

Cavanal Hill Opportunistic Institutional AIOPX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis AIOPX

Will AIOPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AIOPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AIOPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AIOPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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