Applied Finance Explorer fund Investor Class (AFDVX)
Applied Finance Explorer fund Investor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Richmond, VA, US. The stock last traded at $25.62, up 0.59% on the session, giving a market capitalisation of $980.1M. On trailing twelve-month figures it carries a trailing P/E of 88.34, a net margin of 46.7%. Its beta of 0.94 implies it has historically moved less than the broad market.
This fund primarily focuses its investments on the common stock of companies that fall within the small to mid-range of market capitalization. When deciding on specific holdings, the investment adviser generally targets equity securities that are perceived to offer significant potential for growth. Their selection methodology often involves assessing a variety of aspects, including a company's market valuation, its anticipated profits, capacity for future expansion, recent operational history, and overall strategic direction. Additionally, the fund is permitted to allocate capital to other pooled investment products, including exchange-traded funds (ETFs).
Applied Finance Explorer fund Investor Class is most often compared with the following Financial Services names: