APLIX Mutual Fund
APLIX Mutual Fund
Hedged Income Fund Class Investor
APLIX Mutual Fund Overview
APLIX Mutual Fund (Hedged Income Fund Class Investor) is managed by Cavanal Hill Funds. APLIX expense ratio is 1.35%, holding 64 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2020-12-28.
APLIX performance shows a YTD return of 4.50%. The 1-year return is 14.62% and the 5-year return is 6.78%. APLIX dividend yield stands at 0.33%, paid quarterly.
APLIX top holdings include Alphabet Inc. C (5.9%), Apple, Inc (4.8%), Nvidia Corp. (4.6%), Microsoft Corp 4.100 Feb 06 37 (4.4%), Amazon.Com Inc (3.6%). View all APLIX holdings, sector breakdown, or dividend history.
APLIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. APLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.