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 21.00%. ACWEX dividend yield stands at 0.22%, paid quarterly.

ACWEX top holdings include Marathon Petroleum Corp (5.2%), Ge Vernova, Inc. (4.7%), Valero Energy (4.7%), Chevron Corp (4.5%), Conocophillips Common Stock USD 0.01 (4.3%). 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.