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Cavanal Hill US Large Cap Equity Instl (AIEQX) Fund Ranking and Research

Ranking, Research and Recommendation of Cavanal Hill US Large Cap Equity Instl (AIEQX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) ManagerFund Manager - Matt C. Stephani

Fund Manager Information

Fund Manager Tenure: 12.4 years
Fund Family: Cavanal Hill funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
Mr. Stephani is responsible for conducting research for and overseeing the execution of Cavanal Hill's tax-efficient large and mid-capitalization core equity strategies. Prior to joining Cavanal Hill Investment Management, Inc., Mr. Stephani was a Senior Vice President and a Portfolio Manager at Great Companies, LLC for five years. At Great Companies, Mr. Stephani managed four large capitalization equity strategies and was the lead analyst for the healthcare, software and industrial sectors. Mr. Stephani started his career in 1995 at Deloitte & Touche as a Senior Accountant and subsequently rose to Accounting Research Manager responsible for researching technical accounting issues.  Get more insights on Matt C. Stephani

 

Graph of Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) ProfileCavanal Hill US Large Cap Equity Instl Fund (AIEQX) Profile

Fund Profile and Description

Cavanal Hill US Large Cap Equity Instl Fund seeks growth of capital; income is a secondary consideration. Cavanal Hill US Large Cap Equity Instl Fund invests at least 80% of assets in equity securities of large U.S. companies. It invests primarily in a universe of equity securities of large U.S. companies having an average market capitalization in excess of $7 billion at the time of purchase. Cavanal Hill US Large Cap Equity Instl Fund may hold securities for a long enough period to avoid higher short-term capital gains taxes.

 

Cavanal Hill US Large Cap Equity Instl (AIEQX) Fund Strength What we like about Cavanal Hill US Large Cap Equity Instl (AIEQX) Fund

Data for Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) as of May 30, 2016

  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) management has been with Cavanal Hill US Large Cap Equity Instl Fund for 12.4 years
  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) ratio of up-years vs down years is greater than 2
  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.01, lower than category average of 12.75
  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) has a lower expense ratio than its Large Growth average: 0.80% vs 1.17%
  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) Weakness What we are cautious about Cavanal Hill US Large Cap Equity Instl (AIEQX) Fund

Data for Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) as of May 30, 2016

  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) has a less-than-ideal short-term performance (1-year return -3.69% vs -1.74% Large Growth category median performance)
  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) has a less-than-ideal mid-term performance (3-year return 8.27% vs 10.74% Large Growth category median performance)
  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) has a less-than-ideal Long-term performance (5-year return 8.14% vs 10.14% Large Growth category median performance)
  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) has a Morningstar rating of 3 and below
  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) is less safe compared to its Large Growth peers
  • Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) has an annual stock turnover rate of 61.00% that is higher than the Large Growth average of 50.46%. This could mean Cavanal Hill US Large Cap Equity Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Asset base in Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) performance details as of May 30, 2016

 

What do you think?

 

Compare Cavanal Hill US Large Cap Equity Instl Fund (AIEQX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Cavanal Hill US Large Cap Equity Instl-0.63-3.698.278.14
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Cavanal Hill US Large Cap Equity Instl Fund (AIEQX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) Net Asset TrackingCavanal Hill US Large Cap Equity Instl (AIEQX) Fund Net Asset

Track net asset change of Cavanal Hill US Large Cap Equity Instl fund (AIEQX)

DateNet Asset
05/2016$14.29M
03/2016$17.18M
02/2016$17.68M
More historic net asset information on Cavanal Hill US Large Cap Equity Instl Fund (AIEQX)

  

Graph of Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) Portfolio TrackingCavanal Hill US Large Cap Equity Instl (AIEQX) Fund Portfolio Allocation

Track portfolio allocation change of Cavanal Hill US Large Cap Equity Instl fund (AIEQX)

DateCashStockBondOther
02/20161.48%98.52%0%0%
12/20150.49%99.51%0%0%
11/20150.87%99.13%0%0%
Click here to see more historic asset allocation information on Cavanal Hill US Large Cap Equity Instl Fund (AIEQX)

 

graph of Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) Top 10 Position TrackingTop 10 Holdings in Cavanal Hill US Large Cap Equity Instl (AIEQX) Fund

Discover what Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) manager is buying

Feb 28, 2016
Danaher Corporation Common Stoc [3.1%]
Apple Inc. [2.92%]
Texas Instruments Incorporated [2.92%]
CVS Health Corporation Common S [2.88%]
Dow Chemical Company (The) Comm [2.78%]
Thermo Fisher Scientific Inc Co [2.7%]
BlackRock, Inc. Common Stock [2.38%]
Delta Air Lines, Inc. Common St [2.37%]
TJX Companies, Inc. (The) Commo [2.25%]
Walt Disney Company (The) Commo [2.19%]

Dec 30, 2015
Facebook, Inc. [3.45%]
Alphabet Inc. [2.91%]
Danaher Corporation Common Stoc [2.91%]
Jarden Corporation Common Stock [2.87%]
Texas Instruments Incorporated [2.72%]
Walt Disney Company (The) Commo [2.68%]
Thermo Fisher Scientific Inc Co [2.67%]
Dow Chemical Company (The) Comm [2.65%]
Costco Wholesale Corporation [2.65%]
Salesforce.com Inc Common Stock [2.63%]

Nov 29, 2015
Apple Inc. [3.65%]
Walt Disney Company (The) Commo [2.82%]
Texas Instruments Incorporated [2.82%]
Facebook, Inc. [2.78%]
Danaher Corporation Common Stoc [2.63%]
Dow Chemical Company (The) Comm [2.62%]
Thermo Fisher Scientific Inc Co [2.55%]
PNC Financial Services Group, I [2.49%]
Activision Blizzard, Inc [2.48%]
Alphabet Inc. [2.4%]
Click here for Stock Holding Change Map in Cavanal Hill US Large Cap Equity Instl Fund (AIEQX)

  

Latest News on Cavanal Hill US Large Cap Equity Instl (AIEQX) Fund

See what is happening with Cavanal Hill US Large Cap Equity Instl Fund (AIEQX)

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Cavanal Hill US Large Cap Equity Instl Fund (AIEQX) Related ResourcesSee more information on Cavanal Hill US Large Cap Equity Instl (AIEQX) Fund

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