AASTX Mutual Fund

AASTX Mutual Fund

NAV$9.30
See how much of AASTX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of May 31, 2026

Net Assets
-
Expense Ratio
0.76%
Dividend Yield (Current)
3.03%
Holdings
128
Inception Date
May 2, 2011
Fund Family
Cavanal Hill Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.67%
1 Year+2.67%
3 Year+4.67%
5 Year+1.75%
10 Year+1.89%

Asset Allocation

Bonds: 95.62%
Cash: 4.37%
See how much of AASTX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
APSXXCavanal Hill Government Securities Money Market4.36%
TFC V6.669 PERP NTruist Financial Corp 4.8 12/31/20993.58%
SCHW V4 PERP ICharles Schwab Corp Jr Subordina 12/99 Var3.57%
T 1.5 02/15/30U.S. Treasury Notes 1.5% 02/15/20303.38%
-Goodgreen Trust3.32%
Top 10 Concentration: 31.78%Report Date: May 31, 2026
Download all 128 holdings for AASTX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.03%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

AASTX Mutual Fund Overview

AASTX Mutual Fund (Cavanal Hill Limited Duration Fund Class A shares) is managed by Cavanal Hill Funds. AASTX expense ratio is 0.76%, holding 128 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-05-02.

AASTX performance shows a YTD return of 0.67%. The 1-year return is 2.67% and the 5-year return is 1.75%. AASTX dividend yield stands at 3.03%, paid monthly.

AASTX top holdings include Cavanal Hill Government Securities Money Market (4.4%), Truist Financial Corp 4.8 12/31/2099 (3.6%), Charles Schwab Corp Jr Subordina 12/99 Var (3.6%), U.S. Treasury Notes 1.5% 02/15/2030 (3.4%), Goodgreen Trust (3.3%). Go to all AASTX holdings, AASTX sectors, or AASTX dividends.

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