AIWEX Mutual Fund (World Energy & Power Fund Institutional Class) is managed by Cavanal Hill Funds. AIWEX expense ratio is 0.91%, holding 89 positions across sectors including Energy, Unknown, Materials. Inception date: 2014-02-04.

AIWEX performance shows a YTD return of 21.17%. The 1-year return is 33.02% and the 5-year return is 19.34%. AIWEX dividend yield stands at 0.63%, paid quarterly.

AIWEX top holdings include Ge Vernova Inc (5.2%), Chevron Corp. (5.2%), Technipfmc Plc (4.2%), Williams Cos. Inc. (3.9%), Marathon Petroleum Corporation (3.8%). View all AIWEX holdings, sector breakdown, or dividend history.

AIWEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AIWEX alternatives are available via the screener, along with tax-loss harvesting opportunities.