Applied Finance Select Fund Investor Class (AFVLX)
AFVLX Price Chart
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AFVLX Fund Profile
Key details and information about Applied Finance Select Fund Investor Class (AFVLX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
1 Feb 2017
Country
US
Description
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).
AFVLX Fund Performance
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