Cavanal Hill World Energy Institutional (AIWEX)
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Cavanal Hill World Energy Institutional
Columbus, OH 43219
3435 Stelzer Road
Cavanal Hill Funds
Management information
Michael P. Maurer,Lead manager since 3 February 2014
Michael Maurer joined Cavanal Hill in 2002 as a Portfolio Manager and member of the Fixed Income Management team and senior vice president. Mr. Maurer is responsible for the execution of the taxable fixed income process and contributes to Cavanal Hill's macroeconomic analysis. In 2005, Lipper presented Mr. Maurer with a Performance Achievement Certificate for his #1 ranked mutual fund performance in the short-intermediate investment grade peer group. Prior to joining Cavanal Hill, Mr. Maurer worked as a senior high-grade and high-yield corporate bond trader with AG Edwards & Sons for August 1993 to October 2002.While at AG Edwards, Mr. Maurer was promoted to Fixed Income Strategist and presented insightful analysis on the fixed income markets. He also performed as a market analyst/debt strategist for A.G. Edwards. Mr. Maurer received his Chartered Financial Analyst designation in 2004 and a Bachelor of Science in Finance and Management in 1993 and a Masters in Business Administration in 1997 from Saint Louis University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryEquity Energy
Fund familyCavanal Hill funds
Net assets93.14M
YTD return10.70%
Yield2.06%
Morningstar rating★★★★★
Inception date3 Feb 2014
Fund operations
Last dividend0.14
Last cap gain0.00
Holdings turnover166.00%
Average for categoryN/A
Fees and expenses
ExpenseAIWEXCategory average
Annual report expense ratio (net)0.90%1.07%
Prospectus net expense ratio0.90%N/A
Prospectus gross expense ratio1.21%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.50%
Max deferred sales loadN/A1.50%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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