Applied Finance Explorer Fund Quote
| AFDZX Fund | USD 24.67 0.21 0.86% |
PerformanceGood
| Odds Of DistressSmall
|
Applied Finance is trading at 24.67 as of the 5th of March 2026; that is 0.86 percent up since the beginning of the trading day. The fund's open price was 24.46. Applied Finance has about a 26 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. The performance scores are derived for the period starting the 5th of December 2025 and ending today, the 5th of March 2026. Click here to learn more.
The fund invests primarily in the equity securities of small and middle capitalization companies. In choosing investments, the Adviser typically selects equity securities that the adviser believes offer superior return potential and may consider, among other factors, a companys valuation, projected future earnings, growth potential, recent performance, and business strategy. More on Applied Finance Explorer
Moving together with Applied Mutual Fund
Applied Mutual Fund Highlights
| Fund Concentration | Applied Finance Funds, Large Funds, Small Value Funds, Small Value, Applied Finance (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 31st of August 2025 |
| Fiscal Year End | April |
Applied Finance Explorer [AFDZX] is traded in USA and was established 5th of March 2026. Applied Finance is listed under Applied Finance category by Fama And French industry classification. The fund is listed under Small Value category and is part of Applied Finance family. This fund presently has accumulated 944 M in assets under management (AUM) with minimum initial investment of 10 K. Applied Finance Explorer is currently producing year-to-date (YTD) return of 5.08% with the current yeild of 0.01%, while the total return for the last 3 years was 12.68%.
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 Explorer 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.
Applied Finance Explorer Risk Profiles
| Mean Deviation | 0.6869 | |||
| Semi Deviation | 0.5788 | |||
| Standard Deviation | 0.9254 | |||
| Variance | 0.8564 |
Applied Finance Against Markets
Applied Mutual Fund Analysis Notes
The fund generated five year return of 11.0%. Applied Finance Explorer holds 98.29% of assets under management (AUM) in equities. This fund last dividend was 0.06 per share. Large For more info on Applied Finance Explorer please contact the company at 800-673-0550.Applied Finance Explorer Investment Alerts
| Latest headline from news.google.com: Boaz Weinstein Is Hunting Blue Owls Funds - The Wall Street Journal | |
| The fund holds 98.29% of its assets under management (AUM) in equities |
Top Applied Finance Explorer Mutual Fund Constituents
| MD | Mednax Inc | Stock | |
| FTDR | Frontdoor | Stock | |
| ESI | Element Solutions | Stock | |
| NSIT | Insight Enterprises | Stock | |
| CRUS | Cirrus Logic | Stock | |
| VRTS | Virtus Investment Partners | Stock | |
| NGVT | Ingevity Corp | Stock | |
| CRK | Comstock Resources | Stock | |
| GNRC | Generac Holdings | Stock | |
| VAC | Marriot Vacations Worldwide | Stock | |
| HRI | Herc Holdings | Stock | |
| CWEN | Clearway Energy Class | Stock | |
| APPS | Digital Turbine | Stock | |
| GPI | Group 1 Automotive | Stock | |
| NTGR | NETGEAR | Stock | |
| DIOD | Diodes Incorporated | Stock | |
| XPER | Xperi Corp | Stock | |
| DAR | Darling Ingredients | Stock | |
| ABG | Asbury Automotive Group | Stock | |
| SYNA | Synaptics Incorporated | Stock | |
| PFSI | PennyMac Finl Svcs | Stock | |
| MTH | Meritage | Stock | |
| COLL | Collegium Pharmaceutical | Stock |
Applied Finance Outstanding Bonds
Applied Finance issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Applied Finance Explorer uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Applied bonds can be classified according to their maturity, which is the date when Applied Finance Explorer has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Applied Finance Predictive Daily Indicators
Applied Finance intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Applied Finance mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 24.67 | |||
| Day Typical Price | 24.67 | |||
| Price Action Indicator | 0.11 | |||
| Period Momentum Indicator | 0.21 | |||
| Relative Strength Index | 26.77 |
Applied Finance Forecast Models
Applied Finance's time-series forecasting models are one of many Applied Finance's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Applied Finance's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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.
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