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Collecting data for AIEQX

Cavanal quote and profile

 
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13.79
  
FUND
0.02  Macroaxis: 0.15 Up   0.15%  
May 21 2013 

Diversification Suggestion

Use Cavanal to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Cavanal Hill US Lg Cp Trend or Check current 30 days Cavanal correlation with market (S&P 500)
1 Month Beta 0.96  
Highest Price:  
Lowest Price:  
13.77  
12.94  
May 17 2013 
April 22 2013 
Cavanal returns are very sensitive to returns on the market. As market goes up or down, Cavanal is expected to follow.
Cavanal Hill US Lg Cp Eq I llmost one BetaCavanal Hill US Lg Cp Beta Legend
AIEQX United States NASDAQ
Cavanal Hill US Lg Cp Eq I
Cavanal Hill funds
Large Growth
Benchmark S&P 500
Contact Number: 800. 762. 7085
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset28.34 M
Last Dividend Paid0.03
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States SP 500   0.17 % Macroaxis: 0.17 Moved Up  
 
 thisGreen AIEQX AIEQX agains markets  0.15 % Macroaxis: 0.15 Moved Up  
 
 United States NYSE   0.11 % Macroaxis: 0.11 Moved Up  
 
 United States Russel   0.08 % Macroaxis: 0.08 Moved Up  
 
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Cavanal Leadership

Matt Stephani Fund Manager since December 31, 2005
S Rezaee Fund Manager since December 31, 2005

Cavanal Price and Market Media

The median price of Cavanal for the period between Sun, Apr 21, 2013 and Tue, May 21, 2013 is 13.33 with a coefficient of variation of 1.9. The daily time series for the period is distributed with a sample standard deviation of 0.25, arithmetic mean of 13.34, and mean deviation of 0.21. The Fund did not receive any noticable media coverage during the period.
Cavanal         SP 500
Price Growth (%)
 

Cavanal Summary

Cavanal Hill US Lg Cp Eq I [AIEQX] is traded in USA and was established in December 29, 2005. The fund is listed under Large Growth category and is part of Cavanal Hill funds family. This fund presently has accumulated 28.34 M in assets under management (AUM) with minimum initial investment of 100 K. Cavanal Hill US Lg Cp Eq I is currently producing year-to-date (YTD) return of 6.51% with the current yeild of 1.09%, while the total return for the last 3 years was 16.8%.

Fund Instrument Allocation for Cavanal

The fund invests 99.47% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash(0.53%).
Past Market
Over 30
Days
29
Out Of
100
 
Chance of
Less
Than
18 %
 
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Cavanal Research Report

Cavanal vs. American

Correlation analysis and fundamentals comparison between Cavanal Hill US Lg Cp and American Funds Growth

Cavanal Asset Under Management

Cavanal Hill US Lg Cp Eq I is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 1.17 Trillion. Cavanal adds roughly 28.34 Million in net asset claiming only tiny portion of funds under Large Growth category.

Cavanal Fundamentals

Annual Yield vs Holdings Turnover
Cash Position Weight vs Three Year Return
Annual Yield vs Price to Book
Price to Sales vs Three Year Return

Cavanal vs Competition

Cavanal vs. American Funds Growth Fund of Amer A
Cavanal vs. American Funds Growth Fund of Amer F1
Cavanal vs. American Funds Growth Fund of Amer R3
Cavanal vs. American Funds Growth Fund of Amer R2
Cavanal vs. American Funds Growth Fund of Amer R6
Cavanal vs. American Funds Growth Fund of Amer R1
Cavanal vs. American Funds Growth Fund of Amer C
Cavanal vs. American Funds Growth Fund of Amer B
Cavanal vs. American Funds Growth Fund of Amer 529B
Cavanal vs. American Funds Growth Fund of Amer F2

Cavanal May 21 2013 Opportunity Range

Downside Deviation0.6567
Information Ratio(0.02)
Maximum Drawdown1.99
Value At Risk(0.37)
Potential Upside1.0

 
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