About AFAZX
Applied Finance Dividend Fund Institutional Class is a mutual fund designed to provide investors with a combination of dividend income and long-term capital appreciation. The fund targets at least 80% of its net assets in dividend-paying common and preferred stocks, and it may also include investments in small and mid-cap companies, convertible securities, rights, warrants, and other investment companies such as ETFs. The portfolio management strategy emphasizes identifying issuers with attractive valuations and the potential for sustainable long-term growth. This fund adopts a global approach, allowing for the inclusion of both U.S. and international securities, either directly or through depository receipts, to capitalize on diverse opportunities across markets. Sector allocations include exposure to core segments like utilities, energy, communication, and real estate, reflecting its diversified approach. The Applied Finance Dividend Fund Institutional Class serves as a tool for institutional investors seeking to balance consistent income distribution with growth prospects, making it well-suited for those prioritizing dividend yield alongside capital appreciation within an actively managed structure.
Fund Family Applied Finance
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol AFAZX
Share Class Institutional Class
Index Index is not available on Lipper Database
AFAZX had a total return of 15.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.70%.
