AFVLX : Applied Finance Select Fund Investor Class Shares

AFVLX is a US Stocks Market Large Value with HIGH fees.

AFVLX

Applied Finance Select Fund Investor Class Shares

FI Score

29 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

29% FI Score
  • afvlx
  • Mutual Fund
  • US Stocks
  • Large Value

Applied Finance Select Fund Investor Class Shares

Expenses: 1.00% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. 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. It may also invest in the securities of other investment companies including exchange-traded funds ("ETFs").

Largest Holdings

Amount Holding
3.95% NVIDIA Corp
3.24% Apple Inc
3.00% Intel Corp
2.98% International Business Machines Corp
2.97% Facebook Inc A
2.83% Cisco Systems Inc
2.82% Mastercard Inc A
2.77% Alphabet Inc A
2.74% Verizon Communications Inc
2.71% Fiserv Inc
2.59% Darden Restaurants Inc
2.57% Host Hotels & Resorts Inc
2.57% HP Inc
2.42% LKQ Corp
2.42% The Walt Disney Co
2.34% Lowe's Companies Inc
2.30% Constellation Brands Inc A
2.09% Target Corp
2.07% Danaher Corp
2.06% Alexion Pharmaceuticals Inc
2.04% Aptiv PLC
2.03% Pfizer Inc
1.97% Thermo Fisher Scientific Inc
1.90% McKesson Corp
1.86% Merck & Co Inc

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