AIWEX Mutual Fund
AIWEX Mutual Fund
AIWEX Mutual Fund
World Energy & Power Fund Institutional Class
AIWEX Mutual Fund Overview
AIWEX Mutual Fund (World Energy & Power Fund Institutional Class) is managed by Cavanal Hill Funds. AIWEX expense ratio is 0.91%, holding 56 positions across sectors including Energy, Industrials, Materials. Inception date: 2014-02-04.
AIWEX performance shows a YTD return of 26.43%. The 1-year return is 31.68% and the 5-year return is 22.25%. AIWEX dividend yield stands at 0.93%, paid quarterly.
AIWEX top holdings include Ge Vernova, Inc. (6.3%), Marathon Petroleum Corp. (5.5%), Valero Energy Corp (4.8%), Williams Cos Inc/the (4.5%), Chevron Corp.United States -Energy (4.1%). Go to all AIWEX holdings, AIWEX sectors, or AIWEX dividends.
AIWEX can be compared against other funds. Use AIWEX overlap to find shared positions, or AIWEX vs another fund for a side-by-side view. AIWEX alternatives are available via the screener, along with tax-loss harvesting opportunities.