Mutual Funds

Cavanal Hill Funds

Exchange Hours Website
9:30 - 15:59 ET cavanalhillfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
GOVERNMENT SECURITIES MMKT ADMIN APCXX USD 10,000 USD 1,000 Money Market No Load ADMINISTRATIVE No
U.S. TREASURY FUND ADMINISTRATIVE APGXX USD 10,000 USD 1,000 Money Market No Load ADMINISTRATIVE No
BOND FUND INVESTOR APBDX USD 100 USD 100 Bond No Load INVESTOR No
MODERATE DURATION FUND INVESTOR APFBX USD 100 USD 100 Bond No Load INVESTOR No
LIMITED DURATION FUND INVESTOR APSTX USD 100 USD 100 Bond No Load INVESTOR No
BALANCED FUND INVESTOR APBAX USD 100 USD 100 Balanced No Load INVESTOR No
BALANCED FUND INSTITUTIONAL AIBLX USD 1,000 USD 0 Balanced No Load INSTITUTIONAL Yes
BOND FUND INSTITUTIONAL AIBNX USD 1,000 USD 0 Bond No Load INSTITUTIONAL Yes
MODERATE DURATION FUND INSTITUTIONAL AIFBX USD 1,000 USD 0 Bond No Load INSTITUTIONAL Yes
LIMITED DURATION FUND INSTITUTIONAL AISTX USD 1,000 USD 0 Bond No Load INSTITUTIONAL Yes
GOVENMENT SECURITIES MMKT INSTITUTIONAL APHXX USD 10,000 USD 0 Money Market No Load INSTITUTIONAL Yes
U.S. TREASURY FUND INSTITUTIONAL APKXX USD 10,000 USD 0 Money Market No Load INSTITUTIONAL Yes
WORLD ENERGY FUND C ACWEX USD 0 USD 0 N/A Level Load C No
WORLD ENERGY FUND INSTITUTIONAL AIWEX USD 1,000 USD 0 N/A No Load INSTITUTIONAL Yes
WORLD ENERGY FUND INVESTOR APWEX USD 100 USD 100 N/A No Load INVESTOR No
OPPORTUNISTIC FUND INVESTOR APOPX USD 100 USD 100 N/A No Load INVESTOR No
OPPORTUNISTIC FUND INSTITUTIONAL AIOPX USD 1,000 USD 0 N/A No Load INSTITUTIONAL Yes
OPPORTUNISTIC FUND C AACOX USD 0 USD 0 N/A Level Load C No
BALANCED FUND C AACBX USD 0 USD 0 Balanced Level Load C No
STRATEGIC ENHANCED YIELD FUND APENX USD 100 USD 3,000 Bond No Load INVESTOR No
STRATEGIC ENHANCED YIELD FUND AIENX USD 1,000 USD 100,000 Bond No Load INSTITUTIONAL Yes
ULTRA SHORT TAX FREE INCOME FUND APUSX USD 100 USD 3,000 Stock No Load INVESTOR No
ULTRA SHORT TAX FREE INCOME FUND AIUSX USD 1,000 USD 100,000 Stock No Load INSTITUTIONAL Yes
MID CAP DIVERSE LEADERSHIP FUND INV APWVX USD 100 USD 3,000 Stock No Load INVESTOR No
MID CAP DIVERSE LEADERSHIP FUND I AIWVX USD 1,000 USD 3,000 Stock No Load INSTITUTIONAL Yes
HEDGED INCOME FUND APLIX USD 100 USD 100 N/A N/A INVESTOR Yes
HEDGED INCOME FUND INSTITUTIONAL AILIX USD 100,000 USD 0 N/A No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.