Advertisement
Skip to Content

Cavanal Hill Bond Investor APBDX

Quantitative rating as of | See Cavanal Hill Investment Hub
  • NAV / 1-Day Return 8.46  /  0.70 %
  • Total Assets 112.9 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 2.40%
  • Effective Duration

Morningstar’s Analysis APBDX

Will APBDX outperform in future?

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

Summary

|

Cavanal Hill Bond Investor's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor