- What are the top holdings of AFALX?
- Applied Finance Dividend Fund Investor Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does AFALX have?
- AFALX holds — positions as reported by the fund's most recent disclosure.
- What sectors does AFALX invest in?
- Applied Finance Dividend Fund Investor Class (AFALX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is AFALX most exposed to?
- AFALX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is AFALX a US-only fund?
- The country allocation card on this page shows AFALX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does AFALX invest in?
- The fund's main strategy is to primarily invest a minimum of 80% of its total assets (including any borrowed funds used for investment) in common and preferred stocks that pay dividends, under normal market circumstances. Additionally, it has the flexibility to allocate capital to a variety of other securities, which may include shares of small and mid-sized companies, convertible securities, further preferred stocks, rights, warrants, and other collective investment schemes, such as exchange-traded funds (ETFs).
