Bond Fund Class Fund Quote
| AABOX Fund | USD 8.20 0.01 0.12% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Bond Fund is trading at 8.20 as of the 23rd of April 2024; that is 0.12 percent increase since the beginning of the trading day. The fund's open price was 8.19. Bond Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Bond Fund Class are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in bonds. It invests primarily in debt obligations such as bonds, notes and debentures, and bills issued by U.S. corporations or by the U.S. government, its agencies, or instrumentalities, municipal securities, mortgage-backed securities, asset-backed securities, collateralized mortgage obligations and fixed income ETFs. More on Bond Fund Class
Moving together with Bond Mutual Fund
| 1.0 | APBDX | Bond Fund Investor | PairCorr |
| 0.82 | APENX | Strategic Enhanced Yield | PairCorr |
| 0.95 | APFBX | Moderate Duration | PairCorr |
Bond Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Bond Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Bond Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Cavanal Hill funds Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Cavanal Hill funds (View all Sectors) |
| Update Date | 31st of March 2024 |
Bond Fund Class [AABOX] is traded in USA and was established 23rd of April 2024. Bond Fund is listed under Cavanal Hill funds category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Cavanal Hill funds family. This fund presently has accumulated 104.2 M in assets under management (AUM) with no minimum investment requirementsBond Fund Class is currently producing year-to-date (YTD) return of 5.22% with the current yeild of 0.0%, while the total return for the last 3 years was -3.72%.
Check Bond Fund Probability Of Bankruptcy
Instrument Allocation
Top Bond Fund Class Mutual Fund Constituents
| APSXX | Cavanal Hill Funds | Money Market Fund | US Money Market Fund |
Bond Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Bond Fund jumping above the current price in 90 days from now is about 98.0%. The Bond Fund Class probability density function shows the probability of Bond Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Bond Fund has a beta of 0.2384. This suggests as returns on the market go up, Bond Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Bond Fund Class will be expected to be much smaller as well. Additionally, bond Fund Class has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Bond Fund to move above the current price in 90 days from now is about 98.0 (This Bond Fund Class probability density function shows the probability of Bond Mutual Fund to fall within a particular range of prices over 90 days) .
Bond Fund Class Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Bond Fund market risk premium is the additional return an investor will receive from holding Bond Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Bond Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Bond Fund's alpha and beta are two of the key measurements used to evaluate Bond Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3001 | |||
| Standard Deviation | 0.3859 | |||
| Variance | 0.1489 | |||
| Risk Adjusted Performance | (0.04) |
Bond Fund Against Markets
Picking the right benchmark for Bond Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Bond Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Bond Fund is critical whether you are bullish or bearish towards Bond Fund Class at a given time. Please also check how Bond Fund's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Bond Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Analyst Advice Now
Analyst AdviceAnalyst recommendations and target price estimates broken down by several categories |
| All Next | Launch Module |
How to buy Bond Mutual Fund?
Before investing in Bond Fund, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Bond Fund. To buy Bond Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Bond Fund. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Bond Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Bond Fund Class fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Bond Fund Class fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Bond Fund Class, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Bond Fund Class?
The danger of trading Bond Fund Class is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Bond Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Bond Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Bond Fund Class is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bond Fund Class. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.