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Applied Finance Explorer Institutional AFDZX

Quantitative rating as of
NAV / 1-Day Return
17.66  /  0.34 %
Total Assets
333.0 Mil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.23%
Turnover
32%

Morningstar’s Analysis AFDZX

Will AFDZX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Applied Finance Explorer Institutional's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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