Applied Finance Core Fund Quote
| AFAZX Fund | USD 11.82 0.12 1.03% |
PerformanceVery Weak
| Odds Of DistressBelow Average
|
Applied Finance is trading at 11.82 as of the 4th of March 2025; that is 1.03 percent up since the beginning of the trading day. The fund's open price was 11.7. Applied Finance has about a 28 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of February 2025 and ending today, the 4th of March 2025. Click here to learn more.
The fund will under normal conditions invest at least 80 percent of its net assets in dividend-paying common and preferred stock of companies. It may also invest in small and mid-cap companies, convertible securities, preferred stocks, rights and warrants, and other investment companies including exchange-traded funds, .. More on Applied Finance Core
Moving together with Applied Mutual Fund
Applied Mutual Fund Highlights
| Fund Concentration | Applied Finance Funds, Large Value Funds, Large Value, Applied Finance (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | April |
Applied Finance Core [AFAZX] is traded in USA and was established 4th of March 2025. Applied Finance is listed under Applied Finance category by Fama And French industry classification. The fund is listed under Large Value category and is part of Applied Finance family. This fund presently has accumulated 27.42 M in assets under management (AUM) with minimum initial investment of 10 K. Applied Finance Core is currently producing year-to-date (YTD) return of 2.99% with the current yeild of 0.02%, while the total return for the last 3 years was 7.38%.
Check Applied Finance Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Applied Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Applied Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Applied Finance Core Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Applied Finance Core Mutual Fund Constituents
| VLO | Valero Energy | Stock | Energy | |
| ON | ON Semiconductor | Stock | Information Technology | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| KMI | Kinder Morgan | Stock | Energy | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| AMP | Ameriprise Financial | Stock | Financials | |
| KLAC | KLA Tencor | Stock | Information Technology | |
| BWA | BorgWarner | Stock | Consumer Discretionary |
Applied Finance Core Risk Profiles
| Mean Deviation | 0.4961 | |||
| Standard Deviation | 0.6618 | |||
| Variance | 0.438 | |||
| Risk Adjusted Performance | (0.03) |
Applied Finance Against Markets
Other Information on Investing in Applied Mutual Fund
Applied Finance financial ratios help investors to determine whether Applied Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Applied with respect to the benefits of owning Applied Finance security.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |