AIWEX Mutual Fund

AIWEX Mutual Fund (World Energy & Power Fund Institutional Class) is managed by Cavanal Hill Funds. AIWEX expense ratio is 0.91%, holding 55 positions across sectors including Energy, Industrials, Materials. Inception date: 2014-02-04.

AIWEX performance shows a YTD return of 29.27%. The 1-year return is 28.67% and the 5-year return is 19.12%. AIWEX dividend yield stands at 1.05%, paid quarterly.

AIWEX top holdings include Marathon Petroleum Corp. (6.4%), Valero Energy (5.3%), Conocophillips Common Stock USD 0.01 (4.8%), Phillips 66 (4.7%), Chevron Corp (4.7%). 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.