Applied Finance Mutual Funds
Applied Finance Funds List
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Applied Finance Explorer Institutional | AFDZX | Small Value | 11.35% | 9 | 0.830% | Below Average | Institutional | $10,000 | ||
Applied Finance Explorer Investor | AFDVX | Small Value | 11.07% | 11 | 1.080% | Average | No Load | $1,000 | ||
Applied Finance Select Institutional | AFVZX | Large Value | 9.73% | 93 | 0.750% | Above Average | Institutional | $10,000 | ||
Applied Finance Select Investor | AFVLX | Large Value | 9.53% | 94 | 1.000% | Above Average | No Load | $1,000 | ||
Applied Finance Dividend Institutional | AFAZX | Large Value | 13.54% | 69 | 0.960% | High | Institutional | $10,000 | ||
Applied Finance Dividend Investor | AFALX | Large Value | 13.26% | 71 | 1.210% | High | No Load | $1,000 |
Applied Finance Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank