APWEX Mutual Fund
APWEX Mutual Fund
APWEX Mutual Fund
World Energy & Power Fund Investor Class
APWEX Mutual Fund Overview
APWEX Mutual Fund (World Energy & Power Fund Investor Class) is managed by Cavanal Hill Funds. APWEX expense ratio is 1.16%, holding 55 positions across sectors including Energy, Industrials, Materials. Inception date: 2014-02-04.
APWEX performance shows a YTD return of 28.98%. The 1-year return is 28.36% and the 5-year return is 18.80%. APWEX dividend yield stands at 0.83%, paid quarterly.
APWEX 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 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.