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AFDZX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Applied Finance Explorer Institutional (AFDZX) Ownership - Who owns Applied Finance Explorer Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Small Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

AFDZX

Net Assets

918M

Fund Existence

over 10 years

Turnover

37.29

Total Expense Ratio

0.83

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.36

Assets in Top Ten Holdings

55.6M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

728M

Fund Type

OpenEnd

Index Fund

Management Fee

1.14

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

143.00

Number of Net Holdings

143.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

11.34%

Gain YTD

6.618

Annual Yield % from dividends

1.00

Returns for 1 year

-0.02

Returns for 3 years

44.08

Returns for 5 years

96.56

Returns for 10 years

157.81

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These past five trading days, the mutual fund lost 0.00%.

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General Information

Category SmallValue

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Fundamentals

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