Investment Basics

Here you will find information on the most common types of investments and investment strategies—topics that may help you develop a sound investment plan and move you towards your financial goals. However, please keep in mind that the topics of discussion are designed to provide you with a frame of reference and do not constitute investment advice. For advice on building an investment plan unique to your financial goals, please consult your financial advisor.


Equity Investing: A Key Component to Most Long-Term Financial Goals
Seasoned investors know that stocks may be a necessary component for most long-term financial goals, such as retirement or college planning. Here we make the case for investing in stocks and offer a few time-tested strategies to help you manage the risks associated with stock investing.

Retirement 101: Investing for Your Golden Years
Your retirement nest-egg may be the largest sum of money you will ever need to save. Here we offer some tips and techniques on how to boost your contributions to help build a better retirement.

Bond Investing in a Rising Interest Rate Environment
Bond prices and interest rates have an inverse relationship. When interest rates go up, bond prices go down. The reverse is true when interest rates decline. Because interest rates move in both directions, staying invested (instead of trying to time market movements) may be your best defense. Remember, bonds play an integral role in most any investment strategy. While the bond market may fluctuate, the reasons for investing in bonds - income and/or diversification - remain constant.

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.