Cavanal Hillultra Financials
| AIUSX Fund | USD 10.04 0.00 0.00% |
Cavanal |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Cavanal Hillultra Fund Summary
Cavanal Hillultra competes with Bond Fund, Strategic Enhanced, Cavanal Hill, Limited Duration, and Cavanal Hill. The fund invests in a diversified portfolio of municipal bonds and debentures. As a matter of fundamental policy, it invests, under normal circumstances, at least 80 percent of its net assets in municipal securities, the income from which is both exempt from federal income tax and not subject to federal alternative minimum tax for individuals. The fund invests at least 80 percent of its net assets in tax-free bonds and maintains a dollar-weighted average maturity between 1 day to 1 year.Specialization | Muni National Short, Muni National Short |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Cavanal Hill Funds |
| Mutual Fund Family | Cavanal Hill funds |
| Mutual Fund Category | Muni National Short |
| Benchmark | Dow Jones Industrial |
| Phone | 800 762 7085 |
| Currency | USD - US Dollar |
Cavanal Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cavanal Hillultra's current stock value. Our valuation model uses many indicators to compare Cavanal Hillultra value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cavanal Hillultra competition to find correlations between indicators driving Cavanal Hillultra's intrinsic value. More Info.Cavanal Hillultra Short is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 32,242 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Cavanal Hillultra's earnings, one of the primary drivers of an investment's value.Cavanal Hillultra Short Systematic Risk
Cavanal Hillultra's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Cavanal Hillultra volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Cavanal Hillultra Short correlated with the market. If Beta is less than 0 Cavanal Hillultra generally moves in the opposite direction as compared to the market. If Cavanal Hillultra Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Cavanal Hillultra Short is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Cavanal Hillultra is generally in the same direction as the market. If Beta > 1 Cavanal Hillultra moves generally in the same direction as, but more than the movement of the benchmark.
Cavanal Hillultra December 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Cavanal Hillultra help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Cavanal Hillultra Short. We use our internally-developed statistical techniques to arrive at the intrinsic value of Cavanal Hillultra Short based on widely used predictive technical indicators. In general, we focus on analyzing Cavanal Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Cavanal Hillultra's daily price indicators and compare them against related drivers.
| Information Ratio | (1.95) | |||
| Maximum Drawdown | 0.3001 |
Other Information on Investing in Cavanal Mutual Fund
Cavanal Hillultra financial ratios help investors to determine whether Cavanal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cavanal with respect to the benefits of owning Cavanal Hillultra security.
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