AALIX Mutual Fund

AALIX Mutual Fund (Hedged Income Fund Class A) is managed by Cavanal Hill Funds. AALIX expense ratio is 1.35%, holding 72 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2020-12-28.

AALIX performance shows a YTD return of 6.19%. The 1-year return is 13.62% and the 5-year return is 6.91%. AALIX dividend yield stands at 0.50%, paid quarterly.

AALIX top holdings include Alphabet Inc (7.0%), Apple, Inc (6.0%), Nvidia Corp (5.4%), Cisco Systems Inc. - Ordinary Shares (5.3%), Broadcom Inc (4.5%). Go to all AALIX holdings, AALIX sectors, or AALIX dividends.

AALIX can be compared against other funds. Use AALIX overlap to find shared positions, or AALIX vs another fund for a side-by-side view. AALIX alternatives are available via the screener, along with tax-loss harvesting opportunities.