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Nasdaq - Delayed Quote USD

Applied Finance Select Institutional (AFVZX)

21.52
-0.41
(-1.87%)
At close: 8:00:18 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • CommonWealth NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Ameritas NTFN
  • Thrivent – Advisory Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • JP Morgan No Load
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Large Value
Fund Family Applied Finance
Net Assets 622.25M
YTD Return 3.63%
Yield 1.09%
Morningstar Rating
Inception Date Feb 01, 2017

Performance & Risk

YTD Return 0.98%
5y Average Return 14.20%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

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