Applied Finance is trading at 22.11 as of the 20th of July 2025; that is 0.9 percent down since the beginning of the trading day. The fund's open price was 22.31. Applied Finance has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of June 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests primarily in the equity securities of small and middle capitalization companies. In choosing investments, the Adviser typically selects equity securities that the adviser believes offer superior return potential and may consider, among other factors, a companys valuation, projected future earnings, growth potential, recent performance, and business strategy. More on Applied Finance Explorer
Applied Finance Explorer [AFDZX] is traded in USA and was established 20th of July 2025. Applied Finance is listed under Applied Finance category by Fama And French industry classification. The fund is listed under Small Value category and is part of Applied Finance family. This fund presently has accumulated 417.18 M in assets under management (AUM) with minimum initial investment of 10 K. Applied Finance Explorer is currently producing year-to-date (YTD) return of 2.42% with the current yeild of 0.01%, while the total return for the last 3 years was 13.23%.
Check Applied Finance Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Applied Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Applied Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Applied Finance Explorer Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Applied Finance Explorer Mutual Fund Constituents
Other Information on Investing in Applied Mutual Fund
Applied Finance financial ratios help investors to determine whether Applied Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Applied with respect to the benefits of owning Applied Finance security.