AFDZX : Applied Finance Explorer Fund Institutional Shares

AFDZX is a US Stocks Market Small Value with LOW fees.

AFDZX

Applied Finance Explorer Fund Institutional Shares

FI Score

37 /100

Expense Ratio Rating

9 /10

Expense Rating

2 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

37% FI Score
  • afdzx
  • Mutual Fund
  • US Stocks
  • Small Value

Applied Finance Explorer Fund Institutional Shares

Expenses: 0.83% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in 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 company's valuation, projected future earnings, growth potential, recent performance, and business strategy. It may also invest in other investment companies (including exchange-traded funds ("ETFs")).

Largest Holdings

Amount Holding
2.81% iShares Russell 2000 Growth ETF
1.79% Comstock Resources Inc
1.60% Sanmina Corp
1.59% Tenet Healthcare Corp
1.58% Marriott Vacations Worldwide Corp
1.58% Insight Enterprises Inc
1.50% Collegium Pharmaceutical Inc
1.48% Ultra Clean Holdings Inc
1.47% Innoviva Inc
1.47% United Therapeutics Corp
1.47% LogMeIn Inc
1.46% Clearway Energy Inc Class C
1.44% PennyMac Financial Services Inc Class A
1.44% Amkor Technology Inc
1.42% J2 Global Inc
1.41% Synaptics Inc
1.39% Methode Electronics Inc Class A
1.38% Scientific Games Corp Class A
1.38% Medpace Holdings Inc
1.36% Rambus Inc
1.35% Premier Inc Class A
1.35% Outfront Media Inc
1.35% Xperi
1.34% Taylor Morrison Home Corp Class A
1.34% Penn National Gaming Inc

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