About AFDVX
Applied Finance Explorer Fund Investor Shares is an actively managed mutual fund focused on achieving long-term capital appreciation. It primarily invests in the equity securities of small and middle capitalization U.S. companies, targeting firms with valuations and growth rates below those of larger peers. The fund’s strategy involves selecting equities believed to offer superior return potential, with considerations that include valuation metrics, projected earnings, growth prospects, business strategy, and recent performance. Its portfolio is broadly diversified, holding over 140 securities across industries such as industrials, basic materials, financial services, technology, healthcare, and real estate, with the top ten holdings accounting for around 10% of assets. The fund maintains a small value investment style and allocates nearly all assets to domestic equities, with minimal exposure to foreign stocks and no allocation to bonds or cash equivalents. Applied Finance Explorer Fund Investor Shares serves investors seeking diversified exposure to U.S. small-cap and mid-cap value stocks and plays a role in the market by offering participation in the potential growth of overlooked or undervalued companies within this segment.
Fund Family Applied Finance
Category Small Value
Performance Rating High
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol AFDVX
Share Class Investor Class
Index Index is not available on Lipper Database
AFDVX had a total return of 14.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.94%.
