AIWEX Mutual Fund
AIWEX Mutual Fund
AIWEX Mutual Fund
World Energy & Power Fund Institutional Class
AIWEX Mutual Fund Overview
AIWEX Mutual Fund (World Energy & Power Fund Institutional Class) is managed by Cavanal Hill Funds. AIWEX expense ratio is 0.91%, holding 61 positions across sectors including Energy, Industrials, Materials. Inception date: 2014-02-04.
AIWEX performance shows a YTD return of 24.26%. The 1-year return is 26.06% and the 5-year return is 23.23%. AIWEX dividend yield stands at 1.09%, paid quarterly.
AIWEX top holdings include Ge Vernova, Inc. (6.3%), Marathon Petroleum Corp (5.5%), Valero Energy (4.8%), Williams Cos. Inc. (4.5%), Chevron Corp (4.1%). Go to all AIWEX holdings, AIWEX sectors, or AIWEX dividends.
AIWEX can be compared against other funds. Use AIWEX overlap to find shared positions, or AIWEX vs another fund for a side-by-side view. AIWEX alternatives are available via the screener, along with tax-loss harvesting opportunities.