Cavanal Hill Ultra Short Tax-Free Income Fund Investor
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Fund Information
Fund Type
Category
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Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Cavanal Hill funds
Manager/Tenure
(Years)
(Years)
Richard A. Williams (7), Keaton Hoppe (1)
Website
Address
Cavanal Hill Funds
Columbus OH - 43219
Columbus OH - 43219
Country
United States
Phone Number
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Investment Strategy
The investment seeks to generate current income exempt from federal income taxes consistent with the preservation of capital. The fund invests in a diversified portfolio of municipal bonds and debentures. As a matter of fundamental policy, it invests, under normal circumstances, at least 80% of its net assets in municipal securities, the income from which is both exempt from federal income tax and not subject to federal alternative minimum tax for individuals. The fund invests at least 80% of its net assets in tax-free bonds and maintains a dollar-weighted average maturity between 1 day to 1 year.