AFVLX — Applied Finance Select Fund Investor Class
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).
Company profile
- Sector: Financial Services
- Industry: Asset Management
- Country: US
- Exchange: NASDAQ
- Website: https://appliedfinancefunds.com/MutualFunds/AllFunds
Educational tool only — not investment advice.