Cavanal Hill Funds earns top 30 ranking on Barron’s Best Fund Families 2021 list
March 18 2022 - 4:04PM
Cavanal Hill Funds has been named to the Barron’s Best Fund
Families 2021 list, ranking 26th of 849 asset managers. Of the 849,
only 51 managers met Barron’s criteria in 2021 for recognition as
the best in the industry.
According to Barron’s Magazine, the ranking looks at the
one-year returns of how each company’s actively managed funds
performed based on data from Refinitiv Lipper. To be included in
the Barron’s ranking, firms must offer at least three actively
managed mutual funds or active exchange-traded funds in Lipper’s
general U.S. stock category, plus one in world equity and one in
mixed-asset – such as a balanced or allocation fund. Firms also
need to offer at least two taxable bond funds and one national
tax-exempt bond fund.
“This recognition is a reflection of our intentionality and
methodology behind product creation,” said Bill King, President of
Cavanal Hill Funds. “Barron’s recognizes that Cavanal Hill has
enough unique funds to qualify for this recognition, and the idea
of unique funds is a reflection of that methodical approach to
product development. We have a full understanding of the strengths
and expertise we have as an investment organization.”
King added, “We focus on providing a solution which addresses a
challenge for our clients. We don’t believe in randomly creating
products and then hope someone will use them. We spend a great deal
of time understanding the challenges our clients face and then
develop product solutions which are based on our strengths,
experiences and expertise.”
The products Cavanal Hill Funds developed based on client demand
and company strengths are the World Energy Fund, Opportunistic
Fund, Mid Cap Diverse Leadership Fund and the Hedged Income Fund.
Each of these funds contribute to an overall well-diversified
portfolio.
“Barron’s recognition of the Cavanal Hill Funds is confirmation
that our approach to product development utilizing our experience
and expertise is the correct strategy for success in today’s
marketplace. We believe our approach to product development and
investment execution within the global markets is benefiting our
clients in a number of ways, so it’s great to see that recognized
by the industry,” said King.
“Cavanal Hill’s placement on this list is something that
everyone associated with BOKF can be proud of,” said Scott Grauer,
Executive Vice President BOK Financial Wealth Management and
Chairman of Cavanal Hill Funds. “It confirms what many of our
employees and clients already know: Cavanal Hill is a world-class
investment manager that prides itself in not only offering very
competitive products but also providing outstanding customer
service through open access to our portfolio managers and sales and
marketing team.”
“As we periodically review our fund line-up and product
offering, we evaluate our capabilities as well as our view of
future investor demand,” said Matt Stephani, president of Cavanal
Hill Investment Management. “Barron’s recognition of our fund
family validates our approach in allocating our resources to funds
where our expertise can address investor needs in an ever-changing
investment landscape.”
Disclosures
Cavanal Hill Investment Management, Inc. is an SEC registered
investment adviser and a wholly-owned subsidiary of BOKF, NA, a
wholly-owned subsidiary of BOK Financial Corporation, a financial
holding company (“BOKF”). BOKF, NA serves as the custodian for the
Cavanal Hill Funds. BOKF holdings also include the distributor for
Cavanal Hill Funds, Cavanal Hill Distributors, Inc., member
FINRA.
Cavanal Hill Distributors, Inc. is a wholly-owned subsidiary of
BOK Financial Corporation, and an affiliate of BOKF, NA and Cavanal
Hill Investment Management, Inc.
Past performance does not guarantee future results.
Investments are subject to risks, including the possible loss of.
The principal amount invested. An investor should consider the
Fund’s investment objectives, risks, and charges and expenses
carefully before investing or sending money. This and other
important information about the investment company can be found in
the Fund’s prospectus summary prospectus. To obtain a prospectus or
summary prospectus online, please visit cavanalhillfunds.com or
call 800-762-7085. Please read the prospectus or summary prospectus
carefully before investing.
Investment Risks
Equity securities (stocks) are more volatile and carry more risk
than other forms of investments, including investments in
high-grade fixed income securities. Investments in the Fund are
subject to the risks related to direct investment in real estate,
such real estate risk, regulatory risks, concentration risk, and
diversification risk. Fixed income securities are subject to
interest rate risks. The principal value of a bond falls when
interest rates rise and rise when interest rates fall. During
periods of risking interest rates, the value of a bond investment
is at greater risk than during periods of stable or falling rates.
International investing involves increased risk and volatility.
Mid-and Small-cap companies may be more vulnerable to adverse
business or economic developments.
Contact: Cydney
BaronCbaron@bokf.com918.588.6506
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