AFALX : Applied Finance Core Fund Investor Class

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of large cap companies, which the managers define as companies with market capitalizations of $3 billion or more, measured at the time of purchase. It may also invest in small- and mid-cap companies, convertible securities, preferred stocks, rights and warrants, and other investment companies (including exchange-traded funds, ("ETFs")).