Applied Finance Dividend Fund Investor Class (AFALX)
Applied Finance Dividend Fund Investor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Richmond, VA, US. The stock last traded at $14.23, up 0.42% on the session, giving a market capitalisation of $31.5M. On trailing twelve-month figures it carries a trailing P/E of -15.64, a net margin of -83.7%. Its beta of 0.64 implies it has historically moved less than the broad market.
The fund's main strategy is to primarily invest a minimum of 80% of its total assets (including any borrowed funds used for investment) in common and preferred stocks that pay dividends, under normal market circumstances. Additionally, it has the flexibility to allocate capital to a variety of other securities, which may include shares of small and mid-sized companies, convertible securities, further preferred stocks, rights, warrants, and other collective investment schemes, such as exchange-traded funds (ETFs).
Applied Finance Dividend Fund Investor Class is most often compared with the following Financial Services names: