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Cavanal Hill Limited Duration Fund No Load Inv Shs: (MF: APSTX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:04 PM ET

$9.36 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.25 51
3 months 1.30 43
6 months 2.78 57
1 Year 4.71 79
3 Year 5.34 74
5 Year 1.97 48
10 Year 2.01 87

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 18.48
Bear Market (10/07 - 2/09) -16.45
Bull Market (2/09 - 3/21) 71.78

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.19
5 Year 1.70
10 Year 1.92
Since Inception 3.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.02 1.46 0.49 1.11
2024 1.15 1.11 3.15 -0.52
2023 1.71 -0.19 0.41 3.37
2022 -2.78 -1.86 -2.01 0.79
2021 -0.24 0.14 0.02 -0.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.255.194.945.38-5.77-0.733.824.011.161.040.76
% Total Return Rel to Index 0.14-2.183.68-0.137.240.81-3.67-4.711.15-2.50-1.89
% Total Return Rel to Peer -0.12-1.450.55-1.784.37-0.78-3.21-4.232.07-2.55-2.75
% Perf Quintile vs Peer* 4.005.000.005.002.004.004.005.001.005.005.00
% Dividends 0.040.300.260.250.170.130.150.210.180.120.11
% Yield 0.243.062.703.181.921.381.492.131.901.291.13
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.750.960.950.820.760.690.740.800.740.69

* 1 = Top 20%, 5 = Bottom 20%