Applied Finance Select Fund Investor Class
FundAFVLXNASDAQ0.00 n/a
+0.00%(+0.00)
About
The fund primarily acquires equity stakes in U.S.-based corporations, provided their market capitalization stands at $3 billion or more when the investment is made. Its portfolio may encompass various forms of equity, such as common and preferred shares, rights, warrants, and convertible securities. Furthermore, the fund has the discretion to allocate capital to other investment vehicles, including exchange-traded funds (ETFs).
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$689.17M
Beta
0.96
52-Week Range
$22.31$26.14$26.35
52W LowCurrent52W High
Performance
1 Week
+1.75%
1 Month
+0.89%
3 Months
+14.40%
YTD
+11.95%
1 Year
+15.82%
3 Years
+39.41%
5 Years
+41.83%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.