About AFVZX
Applied Finance Select Fund Institutional Class is a mutual fund focused on investing in equity securities of U.S. companies with market capitalizations of $3 billion or more, as measured at the time of purchase. The fund primarily targets common and preferred stocks, but may also own rights, warrants, convertible securities, and shares of other investment vehicles such as exchange-traded funds. Designed for institutional investors, this fund maintains a diversified portfolio, typically holding around 50–51 positions, with an emphasis on large value stocks. A significant allocation is directed towards the technology and communication services sectors, reflecting an orientation toward sectors driving innovation and sustained growth in the U.S. economy. The fund’s investment strategy is characterized by a disciplined, research-driven approach that seeks to identify companies with strong fundamentals and attractive valuations. With an expense ratio of 0.75%, annual dividend payments, and a minimum initial investment requirement of $10,000, the fund caters to investors seeking professional management and broad exposure to established U.S. corporations. Its consistent process and average risk rating establish it as a stable choice within the large value mutual fund category.
Fund Family Applied Finance
Category Large Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol AFVZX
Share Class Institutional Class
Index Index is not available on Lipper Database
AFVZX had a total return of 18.69% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.85%.
