About AFALX
Applied Finance Dividend Fund Investor Class is a mutual fund designed to provide investors with regular dividend income alongside the opportunity for long-term capital appreciation. Classified in the "Large Value" category, this fund primarily invests at least 80% of its net assets in dividend-paying common and preferred stocks, with an emphasis on large U.S. companies that are considered undervalued or exhibit slower growth rates compared to the broader market. The portfolio may also include allocations to small and mid-cap companies, convertible securities, rights, warrants, and other investment vehicles such as ETFs.
This fund is managed by an experienced team employing a disciplined investment process, and its holdings span key sectors including financial services, industrials, healthcare, utilities, and consumer cyclicals. Investors benefit from a strategy that seeks to combine the stability of dividend payments with the potential for market growth, making it a relevant option for those seeking income-focused exposure to blue-chip and value-oriented equities. The fund is open to investors and offers annual dividend payouts, reflecting its objective to deliver both income and capital growth in the evolving U.S. equity landscape.
Fund Family Applied Finance
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol AFALX
Share Class Investor Class
Index Index is not available on Lipper Database
AFALX had a total return of 21.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.90%.
