Applied Finance Explorer Fund Fundamentals
| AFDZX Fund | USD 24.49 0.01 0.04% |
Applied Finance Explorer fundamentals help investors to digest information that contributes to Applied Finance's financial success or failures. It also enables traders to predict the movement of Applied Mutual Fund. The fundamental analysis module provides a way to measure Applied Finance's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Applied Finance mutual fund.
Applied |
Applied Finance Explorer Mutual Fund Five Year Return Analysis
Applied Finance's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Applied Finance Five Year Return | 17.73 % |
Most of Applied Finance's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Applied Finance Explorer is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Applied Finance Explorer has a Five Year Return of 17.7273%. This is much higher than that of the Applied Finance family and significantly higher than that of the Small Value category. The five year return for all United States funds is notably lower than that of the firm.
Applied Finance Explorer Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Applied Finance's current stock value. Our valuation model uses many indicators to compare Applied Finance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Applied Finance competition to find correlations between indicators driving Applied Finance's intrinsic value. More Info.Applied Finance Explorer is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 2,287 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Applied Finance's earnings, one of the primary drivers of an investment's value.Applied Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Applied Finance's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Applied Finance could also be used in its relative valuation, which is a method of valuing Applied Finance by comparing valuation metrics of similar companies.Applied Finance is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Applied Finance
The fund consists of 98.29% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Applied Finance's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Applied Fundamentals
| Total Asset | 287.04 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 18.98 % | ||||
| One Year Return | 32.91 % | ||||
| Three Year Return | 7.68 % | ||||
| Five Year Return | 17.73 % | ||||
| Net Asset | 417.18 M | ||||
| Minimum Initial Investment | 10 K | ||||
| Last Dividend Paid | 0.06 | ||||
| Cash Position Weight | 1.71 % | ||||
| Equity Positions Weight | 98.29 % |
About Applied Finance Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Applied Finance Explorer's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Applied Finance using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Applied Finance Explorer based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. It may also invest in other investment companies, including ETFs.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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