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    Cavanal Hill US Large Cap Equity Instl (AIEQX)

    11.36 Down 0.14(1.22%) Feb 11

    Profile as of Jan 30, 2016Get Profile for:
    Cavanal Hill US Large Cap Equity Instl
    Cavanal Hill Funds3435 Stelzer RoadColumbus, OH 43219
    Phone: 800-762-7085
    Fund Overview 
    Category:Large Growth
    Fund Family:Cavanal Hill funds
    Net Assets:29.30M
    Year-to-Date Return:-7.63%
    Morningstar Rating:2 stars
    Fund Inception Date:Dec 29, 2005
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Matt C. Stephani
    Lead Manager since Dec 31, 2006
    Mr. Stephani is responsible for conducting research for and overseeing the execution of Cavanal Hill's tax-efficient large and mid-capitalization core equity strategies. Prior to joining Cavanal Hill Investment Management, Inc., Mr. Stephani was a Senior Vice President and a Portfolio Manager at Great Companies, LLC for five years. At Great Companies, Mr. Stephani managed four large capitalization equity strategies and was the lead analyst for the healthcare, software and industrial sectors. Mr. Stephani started his career in 1995 at Deloitte & Touche as a Senior Accountant and subsequently
    Investment Information 
    Min Initial Investment:100,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    AIEQX can be purchased from 23 brokerages.

    Fund Summary 
    The investment seeks growth of capital and, secondarily, income. The fund invests at least 80% of its assets in equity securities of large U.S. companies. It invests at least 80% of its assets in a universe of equity securities of large U.S. companies having an average market capitalization in excess of $10 billion at the time of purchase.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 16, 2015) : 0.00
    Annual Holdings Turnover (Feb 9, 2016) : 61.00%
    Average for Category:54.28%
    Fees & Expenses 
    ExpenseAIEQXCategory Avg
    Annual Report Expense Ratio (net):0.80%1.17%
    Prospectus Net Expense Ratio:0.78%N/A
    Prospectus Gross Expense Ratio:1.32%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.09%
    3 Yr Expense Projection*:365505
    5 Yr Expense Projection*:672795
    10 Yr Expense Projection*:1,5431,622
    * Per $10,000 invested