- What are the top holdings of AFALX?
- A machine-readable holdings disclosure for Applied Finance Dividend Fund Investor Class (AFALX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- 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).
