About AIWEX
The Cavanal Hill World Energy Fund Institutional is an actively managed mutual fund focused on the energy sector, seeking both growth and income for its investors. The fund invests at least 80% of its net assets in a diverse array of energy-related financial instruments, including common stocks, bonds, exchange-traded funds, and exchange-traded notes, sourced from issuers in the United States and across global markets. Its portfolio spans leading companies involved in oil, gas, renewable energy, and ancillary energy services, reflecting a broad approach to energy industry opportunities. Notably, the fund can invest a significant portion—between 40% and 100%—of its assets in international securities, supporting broad geographic diversification within the energy space. The fund is structured for institutional investors and aims to balance exposure across major players such as Exxon Mobil, Marathon Petroleum, and Cameco. By targeting both established and emerging segments within the energy sector, the Cavanal Hill World Energy Fund Institutional serves as a specialized vehicle for investors seeking participation in the evolving global energy landscape through a diversified, actively managed equity strategy.
Fund Family Cavanal Hill funds
Category Equity Energy
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol AIWEX
Share Class Institutional
Index S&P 500 TR
AIWEX had a total return of 39.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.50%.
