APWEX Mutual Fund

APWEX Mutual Fund (World Energy & Power Fund Investor Class) is managed by Cavanal Hill Funds. APWEX expense ratio is 1.16%, holding 56 positions across sectors including Energy, Industrials, Materials. Inception date: 2014-02-04.

APWEX performance shows a YTD return of 26.30%. The 1-year return is 31.37% and the 5-year return is 21.93%. APWEX dividend yield stands at 0.72%, paid quarterly.

APWEX top holdings include Marathon Petroleum Corp (5.2%), Ge Vernova, Inc. (4.7%), Valero Energy (4.7%), Chevron Corp (4.5%), Conocophillips Common Stock USD 0.01 (4.3%). Go to all APWEX holdings, APWEX sectors, or APWEX dividends.

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