# Balanced Fund — new fund registration

AMERICAN PERFORMANCE FUNDS registered fund series on Form 485APOS, filed 2008-10-29. Featured series: Balanced Fund.

## Registration

- Registrant / trust: AMERICAN PERFORMANCE FUNDS
- CIK: 0000864508
- Form: 485APOS
- Filed: 2008-10-29
- State of incorporation: MA
- Accession: 0000950152-08-008349
- Reported net assets: $48.0M

## Series & classes (27)

_Showing 25 of 27 series/class rows._

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Balanced Fund](https://search.stillhousedata.com/fund/S000008937) | Investor | APBAX | — |
| [Balanced Fund](https://search.stillhousedata.com/fund/S000008937) | Institutional | AIBLX | — |
| [Short Term Income Fund](https://search.stillhousedata.com/fund/S000008938) | Investor | APSTX | — |
| [Short Term Income Fund](https://search.stillhousedata.com/fund/S000008938) | Institutional | AISTX | — |
| [U.S. Large Cap Equity Fund](https://search.stillhousedata.com/fund/S000008939) | Investor | APEQX | — |
| [U.S. Large Cap Equity Fund](https://search.stillhousedata.com/fund/S000008939) | Institutional | AIEQX | — |
| [U.S. Treasury Fund](https://search.stillhousedata.com/fund/S000008941) | U.S. Treasury Fund | APGXX | — |
| [U.S. Treasury Fund](https://search.stillhousedata.com/fund/S000008941) | Institutional | APKXX | — |
| [U.S. Treasury Fund](https://search.stillhousedata.com/fund/S000008941) | Administrative | APGXX | — |
| [U.S. Treasury Fund](https://search.stillhousedata.com/fund/S000008941) | Service | — | — |
| [U.S. Treasury Fund](https://search.stillhousedata.com/fund/S000008941) | Select | APNXX | — |
| [Bond Fund](https://search.stillhousedata.com/fund/S000008942) | Investor | APBDX | — |
| [Bond Fund](https://search.stillhousedata.com/fund/S000008942) | Institutional | AIBNX | — |
| [Cash Management Fund](https://search.stillhousedata.com/fund/S000008943) | Cash Management Fund | APCXX | — |
| [Cash Management Fund](https://search.stillhousedata.com/fund/S000008943) | Institutional | APHXX | — |
| [Cash Management Fund](https://search.stillhousedata.com/fund/S000008943) | Administrative | APCXX | — |
| [Cash Management Fund](https://search.stillhousedata.com/fund/S000008943) | Service | — | — |
| [Cash Management Fund](https://search.stillhousedata.com/fund/S000008943) | Select | APSXX | — |
| [Tax-Free Money Market Fund](https://search.stillhousedata.com/fund/S000008946) | Institutional Tax-Free Money Market Fund | AIFXX | — |
| [Tax-Free Money Market Fund](https://search.stillhousedata.com/fund/S000008946) | Administrative | — | — |
| [Tax-Free Money Market Fund](https://search.stillhousedata.com/fund/S000008946) | Service | — | — |
| [Tax-Free Money Market Fund](https://search.stillhousedata.com/fund/S000008946) | Select | — | — |
| [Tax-Free Money Market Fund](https://search.stillhousedata.com/fund/S000008946) | Institutional | — | — |
| [Intermediate Bond Fund](https://search.stillhousedata.com/fund/S000008948) | Investor | APFBX | — |
| [Intermediate Bond Fund](https://search.stillhousedata.com/fund/S000008948) | Institutional | AIFBX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 1.36%
- Management fee: 0.35%
- Net expense ratio: 1.11%
- Other expenses: 0.72%

## Investment objective

To seek capital appreciation and income.

## Advisers

- [Cavanal Hill Investment Management, Inc. (Advisor)](https://search.stillhousedata.com/firm/110774)

## Other filings by this registrant (15)

- [485APOS — 2022-10-21](https://search.stillhousedata.com/launch/0001213900-22-065393)
- [485APOS — 2020-10-13](https://search.stillhousedata.com/launch/0001213900-20-031096)
- [485APOS — 2020-10-06 (3 new series)](https://search.stillhousedata.com/launch/0001213900-20-030247)
- [485APOS — 2018-10-05](https://search.stillhousedata.com/launch/0001534424-18-000349)
- [485APOS — 2017-10-06 (6 new series)](https://search.stillhousedata.com/launch/0001534424-17-000424)
- [485APOS — 2016-10-07 (4 new series)](https://search.stillhousedata.com/launch/0001534424-16-001082)
- [485APOS — 2016-01-06](https://search.stillhousedata.com/launch/0001534424-16-000494)
- [485APOS — 2014-10-31](https://search.stillhousedata.com/launch/0001534424-14-000270)
- [485APOS — 2013-11-15 (4 new series)](https://search.stillhousedata.com/launch/0001534424-13-000470)
- [485APOS — 2011-06-10 (3 new series)](https://search.stillhousedata.com/launch/0001209286-11-000411)
- [485APOS — 2011-02-11](https://search.stillhousedata.com/launch/0001209286-11-000068)
- [485APOS — 2010-10-08](https://search.stillhousedata.com/launch/0001209286-10-000521)

## More

- [Registrant profile: AMERICAN PERFORMANCE FUNDS](https://search.stillhousedata.com/registrant/864508)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000950152-08-008349.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.