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Cavanal Hill Mid Cap Diverse Ldrsp Instl (AIWVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.60-0.00 (-0.02%)
At close: 08:00PM EDT

Cavanal Hill Mid Cap Diverse Ldrsp Instl

Columbus, OH 43219

3435 Stelzer Road

Cavanal Hill Funds

Management information
Thomas W. Verdel,Lead manager since 29 December 2016
Thomas Wesley Verdel manages the investment team that conducts the quantitative equity research for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Mid Cap Core, Large Cap Core Quantitative, Large Cap Growth, Durable Equity, Focused Large Cap Value, Focused Large Cap Growth, and Small Cap strategies. In addition, he is responsible for the management of the Cavanal Hill Mid Cap Core Equity Fund. Wes received a Bachelor of Science Degree in Electrical Engineering and a Bachelor of Science Degree in Mathematics, both conferred Magna Cum Laude, from Oklahoma State University. He earned a Master of Science Degree in Electrical Engineering from Yale University and a Master of Science Degree in Finance from the University of Tulsa. Wes holds the Chartered Financial Analyst designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Blend
Fund familyCavanal Hill funds
Net assets1.32M
YTD return11.62%
Yield0.89%
Morningstar rating★★★★
Inception date29 Dec 2016

Fund operations

Last dividend0.08
Last cap gain3.00
Holdings turnover171.00%
Average for categoryN/A

Fees and expenses

ExpenseAIWVXCategory average
Annual report expense ratio (net)1.06%0.94%
Prospectus net expense ratio1.06%N/A
Prospectus gross expense ratio6.21%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A