Applied Finance Select Fund Investor Class (AFVLX)
Applied Finance Select Fund Investor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Richmond, VA, US. The stock last traded at $26.81, up 0.45% on the session, giving a market capitalisation of $720.0M. Its beta of 0.87 implies it has historically moved less than the broad market.
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).
Applied Finance Select Fund Investor Class is most often compared with the following Financial Services names: