APLIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Cavanal Hill Hedged Equity Income I (APLIX) Ownership - Who owns Cavanal Hill Hedged Equity Income I?

The investment seeks current income with the potential for long-term capital appreciation with less volatility than the broad equity market... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Alternative Funds

Fundamentals

APLIX

Net Assets

25M

Fund Existence

over 4 years

Turnover

44.00

Total Expense Ratio

1.35

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100

Min. Initial Investment IRA

N/A

Morningstar Category

Equity Hedged

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.81

Assets in Top Ten Holdings

14.4M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

83.9K

Fund Type

OpenEnd

Index Fund

Management Fee

0.80

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

34.00

Number of Net Holdings

67.00

Number of Short Holdings

33.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

44.60%

Gain YTD

-2.045

Annual Yield % from dividends

0.69

Returns for 1 year

5.00

Returns for 3 years

12.57

Returns for 5 years

N/A

Returns for 10 years

N/A

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Fundamentals

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