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Cavanal quote and profile

 
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10.4
  
FUND
0.00  No Change   0.00%  
May 23 2013 

Diversification Suggestion

Use Cavanal to protect against small markets fluctuations. The fund experiences stable pattern. Watch out for signals
Analyze Cavanal Hill Interme Trend or Check current 30 days Cavanal correlation with market (S&P 500)
1 Month Beta -0.09  
Highest Price:  
Lowest Price:  
10.42  
10.37  
May 02 2013 
April 23 2013 
As returns on market increase, returns on owning Cavanal are expected to decrease at a much smaller rate. During bear market, Cavanal is likely to outperform the market.
Cavanal Hill Intermediate Bd I Almost negative betaCavanal Hill Interme Beta Legend
AIFBX United States NASDAQ
Cavanal Hill Intermediate Bd I
Cavanal Hill funds
Intermediate-Term Bond
Benchmark S&P 500
Contact Number: 800. 762. 7085
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset26.87 M
Last Dividend Paid0.02
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.21 % Macroaxis: 0.21 Moved Up  
 
 thisGreen AIFBX AIFBX agains markets  0.00 % No Change  
 United States SP 500   0.29 % Macroaxis: 0.29 Moved Down  
 
 United States NYSE   0.44 % Macroaxis: 0.44 Moved Down  
 
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J Henderson  Money Manager
Fund Manager since December 31, 1992
Henderson serves as Cavanal Hill Investment Management President. Currently he also manages the taxable and tax free bond funds for the Cavanal Hill funds . Henderson became the Senior Vice President Director of Trust In...
    

Cavanal Price and Market Media

The median price of Cavanal for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 10.4 with a coefficient of variation of 0.15. The daily time series for the period is distributed with a sample standard deviation of 0.02, arithmetic mean of 10.4, and mean deviation of 0.01. The Fund did not receive any noticable media coverage during the period.
Cavanal         SP 500
Price Growth (%)
 

Cavanal Summary

Cavanal Hill Intermediate Bd I [AIFBX] is traded in USA and was established in December 29, 2005. The fund is listed under Intermediate-Term Bond category and is part of Cavanal Hill funds family. This fund presently has accumulated 26.87 M in assets under management (AUM) with minimum initial investment of 100 K. Cavanal Hill Intermediate Bd I is currently producing year-to-date (YTD) return of 1.11% with the current yeild of 3.07%, while the total return for the last 3 years was 11.45%.

Fund Instrument Allocation for Cavanal

The fund consists of 93.49% investments in fixed income securities, with the rest of funds allocated in cash.
Past Market
Over 30
Days
9
Out Of
100
 
Chance of
Less
Than
%
 
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Cavanal Research Report

Cavanal vs. PIMCO

Correlation analysis and fundamentals comparison between Cavanal Hill Interme and PIMCO Total Return Instl

Cavanal Asset Under Management

Cavanal Hill Intermediate Bd I is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate-Term Bond category is currently estimated at about 2.55 Trillion. Cavanal adds roughly 26.87 Million in net asset claiming only tiny portion of all funds under Intermediate-Term Bond category.

Cavanal Fundamentals

One Year Return vs Annual Yield
Five Year Return vs Cash Position Weight
One Year Return vs Bond Positions Weight
Net Asset vs Cash Position Weight

Cavanal vs Competition

Cavanal vs. PIMCO Total Return Instl
Cavanal vs. PIMCO Total Return B
Cavanal vs. PIMCO Total Return Admin
Cavanal vs. PIMCO Total Return C
Cavanal vs. PIMCO Total Return D
Cavanal vs. PIMCO Total Return R
Cavanal vs. PIMCO Total Return A
Cavanal vs. PIMCO Total Return P
Cavanal vs. Vanguard Total Bond Market Index Inv
Cavanal vs. Vanguard Total Bond Market Index Adm

Cavanal May 23 2013 Opportunity Range

Downside Deviation0.1288
Information Ratio(1.92)
Maximum Drawdown0.3844
Value At Risk(0.10)
Potential Upside0.1923

 
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