Applied Finance Dividend Fund Investor Class (AFALX) Research
The fund's main strategy is to primarily invest a minimum of 80% of its total assets (including any borrowed funds used for investment) in common and preferred stocks that pay dividends, under normal market circumstances. Additionally, it has the flexibility to allocate capital to a variety of other securities, which may include shares of small and mid-sized companies, convertible securities, further preferred stocks, rights, warrants, and other collective investment schemes, such as exchange-traded funds (ETFs).
Market snapshot
- Symbol
- AFALX
- Price
- $12.66
- Day change
- -0.47%
- Market cap
- $30.4M
- 52-week range
- 11.34-13.14
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- North Square Advisory Research Small Cap Value Fund - Class I (ADVGX)
- Cullen Value Fd Retail Cl (CVLEX)
- Dana Concentrated Dividend ETF (DIVE)
- Glenmede Total Market Portfolio (GTTMX)
- Long Pond Real Estate Select ETF (LPRE)
- ProFunds Mid Cap Growth Fund Investor Class (MGPIX)
- Polen Capital International Growth ETF (PCIG)
- FT Vest U.S. Equity Equal Weight Buffer ETF - June (RSJN)
Open Applied Finance Dividend Fund Investor Class (AFALX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.