Applied Finance Select Fund Quote
| AFVZX Fund | USD 23.05 0.21 0.92% |
PerformanceSolid
| Odds Of DistressLow
|
Applied Finance is trading at 23.05 as of the 23rd of July 2025; that is 0.92 percent up since the beginning of the trading day. The fund's open price was 22.84. Applied Finance has about a 20 % 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 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests primarily in equity securities of U.S. companies whose market capitalizations are 3 billion or more, measured at the time of purchase. Equity securities in which the fund may invest include common and preferred stocks, rights and warrants, and securities convertible into equity securities. More on Applied Finance Select
Moving together with Applied Mutual Fund
Applied Mutual Fund Highlights
| Fund Concentration | Applied Finance Funds, Large Value Funds, Large Value, Applied Finance (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | April |
Applied Finance Select [AFVZX] is traded in USA and was established 23rd of July 2025. Applied Finance is listed under Applied Finance category by Fama And French industry classification. The fund is listed under Large Value category and is part of Applied Finance family. This fund presently has accumulated 487.81 M in assets under management (AUM) with minimum initial investment of 10 K. Applied Finance Select is currently producing year-to-date (YTD) return of 6.19% with the current yeild of 0.01%, while the total return for the last 3 years was 12.45%.
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 Select 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 Select Mutual Fund Constituents
| SPY | SPDR SP 500 | Etf | Large Blend | |
| IBM | International Business Machines | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TGT | Target | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| KLAC | KLA Tencor | Stock | Information Technology |
Applied Finance Select Risk Profiles
| Mean Deviation | 0.7164 | |||
| Semi Deviation | 0.5646 | |||
| Standard Deviation | 0.9673 | |||
| Variance | 0.9357 |
Applied Finance Against Markets
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.
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