Forms And Reports

Annual Reports

• Annual Report
The annual report is distributed to all fund shareholders within 60 days of the Funds fiscal year end and contains pertinent Fund information, such as:

  • Portfolio manager commentary
  • Performance and statistics
  • Statements of assets and liabilities
  • Schedules of portfolio holdings

• Semi Annual Report

Prospectus

Summary Prospectuses

MONEY MARKETS:

• U.S. Treasury Fund
• Cash Management Fund
• Tax-Free Fund

FIXED INCOME FUNDS:

• Short Term Income Fund
• Intermediate Bond Fund
• Intermediate Tax-Free Bond Fund
• Bond Fund

EQUITY FUNDS:
• Balanced Fund
• U.S. Large Cap Equity Fund
• Opportunistic Fund


The prospectus is designed to provide you with additional information about the policies and practices of the Cavanal Hill Funds, including:

  • Investment objectives and risk factors
  • Pricing, purchasing, exchanging and selling fund shares
  • Dividend and distribution schedule
  • Overview of the investment advisor, distributor and administrator and other organizations who service the Funds

• Prospectus

• Prospectus - XBRL


In addition to the prospectus, the SAI is designed to provide more detailed information about the Funds investment objective, policies and practices.

• Statement of Additional Information

Privacy Policy


Privacy Policy Statement (PDF)

This notice to shareholders outlines the types of information collected and the circumstances under which such information may be disclosed to third-parties not affiliated with Cavanal Hill Funds, but perform services for the Funds.

Applications


Regular Account

For investment purposes outside of retirement, you may want to establish a regular investment account.  To open a regular account, please print and complete the Cavanal Hill Funds Regular Account Application. (PDF)


Traditional IRA

Allows for tax-deductible contributions (when you meet certain income limits) from workers and non-working spouses.  Earnings accumulate tax-deferred and are taxed upon withdrawal at your then current tax rate.  Withdrawals prior to the age of 59 1/2 are subject to a 10% IRS penalty as well as being taxed as ordinary income.  To open an account, please print and complete the Cavanal Hill Funds Traditional IRA Application. (PDF)


Roth IRA

Allows for pre-tax contributions from workers and non-working spouses.  Earnings accumulate tax-deferred and are not taxed upon withdrawal.  To open an account, please print and complete the Cavanal Hill Funds Roth IRA Application. (PDF)


IRA Distribution Form

To request a total or partial distribution, due to death, disability or retirement, or to begin a systematic withdrawal plan, please print and complete the Cavanal Hill Funds IRA Distribution Form. (PDF)



If you would like more information regarding the benefits and features of a Traditional or Roth IRA, please visit Retirement Central.

Applications should be mailed to:

Regular Mail
Cavanal Hill Funds
P.O. Box 182730
Columbus, OH 43218-2730
 or Overnight Delivery
Cavanal Hill Funds
3435 Stelzer Road
Columbus, OH 43219


If you require assistance completing any application, please call:

Cavanal Hill Funds Shareholder Services
1-800-762-7085
Monday - Friday 8:00 a.m. to 5:00 p.m. Central

Effective January 31, 2011, the Fund's Form N-MFP filings will be made publicly available via the SEC website and can be obtained by clicking the following link: http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000864508&type=N-MFP&dateb=&count=20&scd=filings


Mutual funds, annuities, and other investments are:



  • not insured or guaranteed by the FDIC or by any other government agency or government sponsored agency of the federal government of any state;
  • not deposits, obligations of, or guaranteed by Cavanal Hill Investment Management, Inc., any affiliated bank or other affiliate
  • subject to investment risks, including possible loss of the principal amount invested


An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800-762-7085. Please read the prospectus carefully before investing.



Distributor: BOSC, Inc., a subsidiary of BOK Financial Corp.