Cavanal Hill Ultra Short Tax-Free Income Fund (APUSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.98
0.00 (0.00%)
At close: Jul 9, 2026
Fund Assets26.06M
Expense Ratio0.60%
Min. Investment$100
Turnovern/a
Dividend (ttm)0.24
Dividend Yield2.41%
Dividend Growth-19.13%
Payout FrequencyMonthly
Ex-Dividend DateJun 30, 2026
Previous Close9.98
YTD Return1.01%
1-Year Return2.35%
5-Year Return11.06%
52-Week Low8.93
52-Week High10.00
Beta (5Y)n/a
Holdings27
Inception DateDec 26, 2017

About APUSX

The Cavanal Hill Ultra Short Tax-Free Income Fund (APUSX) seeks to generate current income exempt from federal income taxes consistent with the preservation of capital. APUSX, under normal circumstances, invests at least 80% of its net assets in municipal securities and tax-free bonds and maintains a dollar-weighted average maturity between 1 day to 1 year.

Category Muni National Short
Stock Exchange NASDAQ
Ticker Symbol APUSX
Share Class Investor
Index Bloomberg Municipal Bond 1 Y TR

Performance

APUSX had a total return of 2.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.63%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FMNHXFidelityFidelity Advisor Cnsv Inc Muni Bd Z0.20%
FMNGXFidelityFidelity Advisor Cnsv Inc Muni Bd I0.25%
FMNFXFidelityFidelity Advisor Cnsv Inc Muni Bd A0.45%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
AIUSXInstitutional0.35%
AAUSXClass A0.60%

Top 10 Holdings

46.29% of assets
NameSymbolWeight
METROPOLITAN WASH D C ARPTS AUTH ARPT SYS REV 2.42%DC.METAPT 10.01.20395.05%
PLAIN CITY OHIO 5.375%n/a4.82%
BELMONT CNTY OHIO 4.5%n/a4.79%
RICHMOND HEIGHTS OHIO 4.5%n/a4.79%
DULUTH MINN INDPT SCH DIST NO 709 4%n/a4.79%
TEXAS ST 2.33%TX.TXS 06.01.20504.77%
MONTGOMERY CNTY TENN PUB BLDG AUTH POOLED FING REV 2.58%n/a4.43%
DECATUR ILL PK DIST 5%IL.DECFAC 5 12.15.20264.35%
HUBER HEIGHTS OHIO 5%OH.HBH 5 06.25.20264.31%
Cavanal Hill Government Secs MMkt Seln/a4.18%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jun 30, 2026$0.01826Jul 1, 2026
May 29, 2026$0.01894May 29, 2026
Apr 30, 2026$0.02084Apr 30, 2026
Mar 31, 2026$0.01984Apr 1, 2026
Feb 27, 2026$0.01764Feb 27, 2026
Jan 30, 2026$0.01365Jan 30, 2026
Full Dividend History