The investment seeks current income, consistent with the preservation of capital that is exempt from federal income tax. The fund normally invests at least 80% of its assets in bonds which pay interest that is not subject to federal alternative minimum tax for shareholders who are individuals. It also invests at least 80% of its assets in tax-free bonds and maintains a dollar-weighted average maturity between three to ten years. The fund invests at least 65% of assets in municipal bonds and debentures that are rated within the three highest ratings categories assigned by a nationally recognized statistical ratings organization, or of comparable quality.
Fund filings (PDF) »
Richard Williams (Started: Dec 30, 2005)
J. Brian Henderson (Started: Jan 1, 2001)
# Contact ?>
Cavanal Hill Funds, 3435 Stelzer Road, Columbus, OH 43219, USA