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Applied Finance Select Institutional AFVZX

Quantitative rating as of | See Toreador Investment Hub
  • NAV / 1-Day Return 18.93  /  0.53 %
  • Total Assets 410.7 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.29%
  • Turnover 8%

Morningstar’s Analysis AFVZX

Will AFVZX 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 Select Institutional's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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