Morningstar

Applied Finance Select Fund Institutional Class Shares AFVZX

Medalist Rating as of Aug 31, 2026 See Applied Finance Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of U.S. companies whose market capitalizations are $3 billion or more, measured at the time of purchase. Equity securities in which the fund may invest include common and preferred stocks, rights and warrants, and securities convertible into equity securities. It may also invest in the securities of other investment companies including ETFs.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AFVLX	Applied Finance Select Fund Investor Class Shares	No Load	Open			Feb 1, 2017	$54.31M	1.000%	Above Average	$1,000	−$11.58M
AFVZX	Applied Finance Select Fund Institutional Class Shares	Institutional	Open			Feb 3, 2017	$636.79M	0.750%	Above Average	$10,000	−$73.74M

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