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Applied Finance Dividend Institutional AFAZX

Quantitative rating as of
  • NAV / 1-Day Return 10.08  /  0.79 %
  • Total Assets 28.6 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 2.25%
  • Turnover 82%

Morningstar’s Analysis AFAZX

Will AFAZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Applied Finance Dividend Institutional's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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