Cavanal Hill US Lg Cp Eq Inv
3435 Stelzer Rd Columbus, OH 43219
Map
Phone: 800-762-7085
| Category: | Large Growth | | Fund Family: | Cavanal Hill funds | | Net Assets: | 1.54M | | Year-to-Date Return: | 25.58% | | Yield: | 0.63% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Sep-90 |
|
Bob Rezaee
Lead Manager since
01-Jan-06 | | | Rezaee is a portfolio manager at Cavanal Hill Investment Management, Inc., responsible for conducting research for and overseeing the execution of tax-efficient large and mid-capitalization core equity strategies. Prior to joining Cavanal Hill, Rezaee was a senior analyst and portfolio manager for Columbus Capital Mgt, LLC. Prior to Columbus, Rezaee was a senior vice president for McMorgan & Co. Mr. Rezaee began his investment career in 1993 as a Research Analyst for Dresdner RCM. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks growth of capital; income is a secondary consideration. The fund invests at least 80% of assets in equity securities of large U.S. companies. It invests primarily 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. The fund may hold securities for a long enough period to avoid higher short-term capital gains taxes. |
| Last Dividend
(30-Sep-09):
| 0.00 | | Last Cap Gain
(13-Dec-01):
| 1.90 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
|
| Expense | APEQX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 545 | $658 | | 5 Yr Expense Projection*: |
$ 939 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,041 | $2,035 |
|
|
0.17% Nasdaq 0.00%
Profile
