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AFVZX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Applied Finance Select Institutional (AFVZX) Ownership - Who owns Applied Finance Select Institutional?

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

Category: #Large Value

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

AFVZX

Net Assets

659M

Fund Existence

over 8 years

Turnover

6.99

Total Expense Ratio

0.75

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.13

Assets in Top Ten Holdings

110M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

603M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

51.00

Number of Net Holdings

51.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

31.66%

Gain YTD

7.814

Annual Yield % from dividends

1.07

Returns for 1 year

6.17

Returns for 3 years

25.67

Returns for 5 years

73.40

Returns for 10 years

N/A

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General Information

Category LargeValue

Profile

Fundamentals

Details