About APLIX
Cavanal Hill Hedged Equity Income Fund Investor Shares is a mutual fund designed to provide investors with current income while aiming for long-term capital appreciation and lower overall volatility compared to broad equity markets. The fund primarily invests in dividend-paying stocks of U.S.-listed companies, with at least 80% of its assets allocated to income-generating equity securities and related instruments. It leverages a hedged strategy, including the use of put options, to mitigate downside risk and smooth returns during volatile market periods. The fund’s portfolio spans various sectors, featuring prominent holdings in technology, consumer defensive, financial services, and healthcare, with notable positions in companies such as Microsoft, Apple, and PepsiCo. By benchmarking its performance against the CBOE S&P 500 BuyWrite Monthly Index, the fund integrates options strategies into its approach, seeking to enhance income potential relative to traditional equity funds. With a quarterly distribution schedule and a focus on stability, the Cavanal Hill Hedged Equity Income Fund serves investors seeking income with a measured exposure to equity market fluctuations.
Fund Family Cavanal Hill funds
Category Options Trading
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol APLIX
Share Class Investor
Index CBOE S&P 500 Buywrite (BXM)
APLIX had a total return of 10.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.80%.
