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Cavanal Hill US Lg Cp Eq I (AIEQX)

13.92 Up 0.04(0.29%) Apr 17
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Profile as of Mar 30, 2014Get Profile for:
Cavanal Hill US Lg Cp Eq I
Cavanal Hill Funds3435 Stelzer RoadColumbus, OH 43219
Map
Phone: 800-762-7085
Fund Overview 
Category:Large Growth
Fund Family:Cavanal Hill funds
Net Assets:35.31M
Year-to-Date Return:2.43%
Yield:0.78%
Morningstar Rating:2 stars
Fund Inception Date:Dec 30, 2005
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
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Management Information 
Matt C. Stephani
Lead Manager since Jan 1, 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:100
Min Subsequent Investment:100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
AIEQX can be purchased from 18 brokerages.

Fund Summary 
The investment seeks growth of capital and, secondarily, income. The fund invests at least 80% of assets in equity securities of large U.S. companies. It invests at least 80% of assets in a universe of equity securities of large U.S. companies having an average market capitalization in excess of $7 billion at the time of purchase.

Fund Operations 
Last Dividend (Mar 30, 2014) : 0.02
Last Cap Gain : 0.00
Annual Holdings Turnover (Apr 16, 2014) : 98.00%
Average for Category:63.11%
Fees & Expenses 
ExpenseAIEQXCategory Avg
Annual Report Expense Ratio (net):0.68%1.21%
Prospectus Net Expense Ratio:0.68%N/A
Prospectus Gross Expense Ratio:1.32%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.46%
Max Deferred Sales Load: N/A2.32%
3 Yr Expense Projection*:355555
5 Yr Expense Projection*:662872
10 Yr Expense Projection*:1,5341,754
* Per $10,000 invested