Above and Beyond
The Cavanal Hill Opportunistic Fund (AIOPX) has been recognized with a Refinitiv Lipper Fund Award for the fifth time since 2015.
For more than 30 years, these highly respected awards have honored funds and fund management firms that excel in providing consistently strong risk-adjusted performance relative to their peers. Winners are selected based on entirely objective, quantitative criteria. This—coupled with an unmatched depth of fund data—results in a unique level of prestige and ensures the award has lasting value.
“Lipper awards are the gold standard for recognition,” said @Brandon Barnes, who manages the fund with @Matt Stephani. “To get one is a big deal, and to get several for the same fund in multiple years is a real testament to our entire research team.”
The fund earned the 2021 award for superior risk-adjusted performance versus 47 peers in the Absolute Return category for the 10-year period ended Nov. 30, 2021.
“Flexibility is key to the fund’s performance—the flexibility to invest almost anywhere in capital markets—but also our ability to modulate market exposure,” said Brandon. “In periods of uncertainty—today it’s Ukraine, in four months it could be something else that we didn’t anticipate—the ability to have a flexible fund becomes a positive in terms of performance, but also in terms of attractiveness for our clients as an alternative among all their mutual fund choices.”
Brandon’s research team – @Michael Schloss, @Vincent Nguyen, @Kendall Toyne and @Ben Wolthuizen— pursues investment opportunities across all asset classes and sectors. Investments can include equities, real estate investment trusts (REITs), fixed income securities, preferred stocks, ETFs, options, and commodities. And while most mutual funds are long—or 100% invested—all the time, a key aspect of the Opportunistic Fund is that it can be flexible with market exposure.
Congratulations to the fund’s management team.
Cavanal Hill Investment Management, Inc. is an SEC registered investment adviser and a wholly-owned subsidiary of BOKF, NA, a wholly-owned subsidiary of BOK Financial Corporation, a financial holding company (“BOKF”). BOKF, NA serves as the custodian for the Cavanal Hill Funds. BOKF holdings also include the distributor for Cavanal Hill Funds, Cavanal Hill Distributors, Inc., member FINRA.
Cavanal Hill Distributors, Inc. is a wholly-owned subsidiary of BOK Financial Corporation, and an affiliate of BOKF, NA and Cavanal Hill Investment Management, Inc.
Past performance does not guarantee future results. Investments are subject to risks, including the 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 summary prospectus. To obtain a prospectus or summary prospectus online, please visit cavanalhillfunds.com or call 800-762-7085. Please read the prospectus or summary prospectus carefully before investing.
Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities. Investments in the Fund are subject to the risks related to direct investment in real estate, such real estate risk, regulatory risks, concentration risk, and diversification risk. Fixed income securities are subject to interest rate risks. The principal value of a bond falls when interest rates rise and rise when interest rates fall. During periods of risking interest rates, the value of a bond investment is at greater risk than during periods of stable or falling rates. International investing involves increased risk and volatility. Mid-and Small-cap companies may be more vulnerable to adverse business or economic developments.
Refinitiv Lipper Disclosures
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Opportunistic Fund (AIOPX)
As of 11/30/2021. 1-Year (21 out of 143). 3-Year (13 out of 130), 5-Year (15 out of 115), 10-Year (1 out of 47) in the absolute return category for the annualized ten-year period.