AIENX Mutual Fund

AIENX Mutual Fund

NAV$8.70
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Fund Essentials - as of Feb 28, 2026

Net Assets
-
Expense Ratio
0.76%
Dividend Yield (Current)
3.94%
Holdings
94
Inception Date
Dec 26, 2017
Fund Family
Cavanal Hill Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.25%
1 Year+3.35%
3 Year+5.05%
5 Year+0.65%

Asset Allocation

Stocks: 1.02%
Bonds: 97.95%
Cash: 1.03%
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Top Holdings

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TickerNameWeight
T 4.625 05/15/44U.S. Treasury Bonds 2044-05-155.12%
T 4.625 02/15/35Treasury Note (Otr) 4.63% Feb 15, 20354.01%
T 4.375 05/15/34United States Treasury Note/Bondus Treasury N/B3.15%
TII 2.375 02/15/55Treasury (Cpi) Note 2.38% Feb 15, 20552.82%
FR SD8474Fed Hm Ln Pc Pool Sd8474 5.00 2054-11-012.30%
Top 10 Concentration: 26.81%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
3.94%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

AIENX Mutual Fund Overview

AIENX Mutual Fund (Strategic Enhanced Yield Fund Institutional Share Class) is managed by Cavanal Hill Funds. AIENX expense ratio is 0.76%, holding 94 positions across sectors including Financials, Materials, Industrials. Inception date: 2017-12-26.

AIENX performance shows a YTD return of -0.25%. The 1-year return is 3.35% and the 5-year return is 0.65%. AIENX dividend yield stands at 3.94%, paid monthly.

AIENX top holdings include U.S. Treasury Bonds 2044-05-15 (5.1%), Treasury Note (Otr) 4.63% Feb 15, 2035 (4.0%), United States Treasury Note/Bondus Treasury N/B (3.1%), Treasury (Cpi) Note 2.38% Feb 15, 2055 (2.8%), Fed Hm Ln Pc Pool Sd8474 5.00 2054-11-01 (2.3%). Go to all AIENX holdings, AIENX sectors, or AIENX dividends.

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