Applied Finance Explorer fund Investor Class (AFDVX) Research
This fund primarily focuses its investments on the common stock of companies that fall within the small to mid-range of market capitalization. When deciding on specific holdings, the investment adviser generally targets equity securities that are perceived to offer significant potential for growth. Their selection methodology often involves assessing a variety of aspects, including a company's market valuation, its anticipated profits, capacity for future expansion, recent operational history, and overall strategic direction. Additionally, the fund is permitted to allocate capital to other pooled investment products, including exchange-traded funds (ETFs).
Market snapshot
- Symbol
- AFDVX
- Price
- $26.11
- Day change
- +1.01%
- Market cap
- $989.3M
- 52-week range
- 21.31-26.24
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century One Choice Portfolio: Aggressive Investor Class (AOGIX)
- American Century One Choice 2050 Ptf Investor Class (ARFVX)
- Artisan Mid Cap Value Fd Investor Shs (ARTQX)
- Clarkston Partners Fund Institutional Class (CISMX)
- Glenmede Small Cap Equity Portfolio Class Advisor (GTCSX)
- Neuberger Berman Focus Trust (NBFCX)
- T. Rowe Price International Eq Index (PIEQX)
- T. Rowe Price European Stock (PRESX)
Open Applied Finance Explorer fund Investor Class (AFDVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.