APLIX Mutual Fund
APLIX Mutual Fund
APLIX Mutual Fund
Hedged Income Fund Class Investor
APLIX Mutual Fund Overview
APLIX Mutual Fund (Hedged Income Fund Class Investor) is managed by Cavanal Hill Funds. APLIX expense ratio is 1.35%, holding 64 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2020-12-28.
APLIX performance shows a YTD return of 6.31%. The 1-year return is 13.71% and the 5-year return is 6.92%. APLIX dividend yield stands at 0.39%, paid quarterly.
APLIX top holdings include Alphabet Inc. C (5.9%), Apple, Inc (4.8%), Nvidia Corp. (4.6%), Microsoft Corp (4.4%), Amazon.Com Inc (3.6%). Go to all APLIX holdings, APLIX sectors, or APLIX dividends.
APLIX can be compared against other funds. Use APLIX overlap to find shared positions, or APLIX vs another fund for a side-by-side view. APLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.