Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability signals a strong investment culture. The product lineup at Applied Finance has exhibited exemplary durability compared with peer asset managers when looked at over the past five years. Notably, its five-year success ratio stands at 100%, meaning that 100% of its products have both survived and beaten their respective category median. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
One Fifth of Applied Materials Shareholders Vote to Address the Pay Gap
Climate change, AI, elections, and unionization are themes in proxy season.