Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Applied Finance Mutual Funds
View all of Applied Finance’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Applied Finance Mutual Funds List
1 to 6 of 6 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Applied Finance Explorer Fund Institutional Shares | AFDZX | Small Value | 13.74% | 64 | 0.830% | Below Average | Institutional | $10,000 | ||
| Applied Finance Explorer Fund Investor Shares | AFDVX | Small Value | 13.54% | 65 | 1.080% | Average | No Load | $1,000 | ||
| Applied Finance Dividend Fund Institutional Class | AFAZX | Large Value | 15.38% | 47 | 0.950% | High | Institutional | $10,000 | ||
| Applied Finance Dividend Fund Investor Class | AFALX | Large Value | 15.07% | 49 | 1.200% | High | No Load | $1,000 | ||
| Applied Finance Select Fund Institutional Class Shares | AFVZX | Large Value | 16.53% | 37 | 0.750% | Above Average | Institutional | $10,000 | ||
| Applied Finance Select Fund Investor Class Shares | AFVLX | Large Value | 16.27% | 38 | 1.000% | Above Average | No Load | $1,000 |
Applied Finance Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States