Applied Finance Select Fund Investor Class (AFVLX) Research
The fund primarily acquires equity stakes in U.S.-based corporations, provided their market capitalization stands at $3 billion or more when the investment is made. Its portfolio may encompass various forms of equity, such as common and preferred shares, rights, warrants, and convertible securities. Furthermore, the fund has the discretion to allocate capital to other investment vehicles, including exchange-traded funds (ETFs).
Market snapshot
- Symbol
- AFVLX
- Price
- $25.85
- Day change
- +0.70%
- Market cap
- $694.7M
- 52-week range
- 21.88-26.15
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Allspring Large Cap Core Fund - Class R6 (EGORX)
- Tributary Small Company Fund Institutional Plus Class (FOSBX)
- Tributary Small Company Fd Instl (FOSCX)
- AMG GW&K Small Cap Core Fund Class I (GWEIX)
- BlackRock Advantage Large Cap Value Fund - Class A (MDLVX)
- BNY Mellon Mid Cap Multi-Strategy Fund Class Investor (MIMSX)
- SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX)
- SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX)
Open Applied Finance Select Fund Investor Class (AFVLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.