AISTX Mutual Fund
AISTX Mutual Fund
AISTX Mutual Fund
Cavanal Hill Limited Duration Fund Institutional Class
AISTX Mutual Fund Overview
AISTX Mutual Fund (Cavanal Hill Limited Duration Fund Institutional Class) is managed by Cavanal Hill Funds. AISTX expense ratio is 0.51%, holding 128 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2005-12-29.
AISTX performance shows a YTD return of 0.81%. The 1-year return is 2.93% and the 5-year return is 2.05%. AISTX dividend yield stands at 3.26%, paid monthly.
AISTX 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 AISTX holdings, AISTX sectors, or AISTX dividends.
AISTX can be compared against other funds. Use AISTX overlap to find shared positions, or AISTX vs another fund for a side-by-side view. AISTX alternatives are available via the screener, along with tax-loss harvesting opportunities.