About AIBNX
Cavanal Hill Bond Fund Institutional Class is an actively managed mutual fund specializing in intermediate core bonds. Its primary objective is to seek total return by investing at least 80% of its net assets in various debt instruments, including U.S. Treasury bonds, corporate bonds, securitized assets, and municipal securities. The fund constructs a diversified portfolio designed to balance credit quality with duration, aiming to deliver stable income and capital appreciation over time. Notable holdings often include U.S. government securities, high-grade corporates, and asset-backed securities, reflecting its broad sector approach within the fixed income universe.
This fund plays a significant role in the financial market by providing institutional investors and large-scale participants access to a professionally managed, diversified bond portfolio. As part of the intermediate core bond category, it is structured to navigate interest rate movements and credit risk, making it suitable for those seeking a moderate risk profile within the fixed income asset class. Since its inception in 2005, Cavanal Hill Bond Fund Institutional Class has contributed to market liquidity and offers a source of income and portfolio diversification for institutional investment strategies.
Fund Family Cavanal Hill funds
Category Intermediate Core Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol AIBNX
Share Class Institutional
Index Bloomberg U.S. Aggregate Bond TR
AIBNX had a total return of 3.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.90%.
