ACWEX Mutual Fund

ACWEX Mutual Fund (World Energy & Power Fund Class C) is managed by Cavanal Hill Funds with $4.0M in net assets. ACWEX expense ratio is 1.91%, holding 56 positions across sectors including Energy, Industrials, Materials. Inception date: 2014-02-04.

ACWEX performance shows a YTD return of 25.66%. The 1-year return is 30.31% and the 5-year return is 21.02%. ACWEX dividend yield stands at 0.22%, paid quarterly.

ACWEX top holdings include Ge Vernova, Inc. (6.3%), Marathon Petroleum Corp (5.5%), Valero Energy (4.8%), Williams Cos. Inc. (4.5%), Chevron Corp (4.1%). Go to all ACWEX holdings, ACWEX sectors, or ACWEX dividends.

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