ACWEX Mutual Fund
ACWEX Mutual Fund
World Energy Fund Class C

ACWEX Mutual Fund Overview
ACWEX Mutual Fund (World Energy Fund Class C) is managed by Cavanal Hill Funds with $4.0M in net assets. ACWEX expense ratio is 1.91%, holding 86 positions across sectors including Energy, Industrials, Unknown. Inception date: 2014-02-04.
ACWEX performance shows a YTD return of 20.62%. The 1-year return is 50.07% and the 5-year return is 20.69%. ACWEX dividend yield stands at 0.02%, paid quarterly.
ACWEX top holdings include GE Vernova Inc|112 (5.1%), Baker Hughes A Ge Co. Class A (4.2%), Technipfmc Plc (4.1%), Marathon Petroleum Corporation (3.9%), Shell Plc (3.9%). View all ACWEX holdings, sector breakdown, or dividend history.
ACWEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ACWEX alternatives are available via the screener, along with tax-loss harvesting opportunities.