- What are the top holdings of AFDVX?
- A machine-readable holdings disclosure for Applied Finance Explorer fund Investor Class (AFDVX) 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 AFDVX invest in?
- Applied Finance Explorer fund Investor Class (AFDVX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is AFDVX most exposed to?
- AFDVX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is AFDVX a US-only fund?
- The country allocation card on this page shows AFDVX'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 AFDVX invest in?
- This fund primarily focuses its investments on the common stock of companies that fall within the small to mid-range of market capitalization. When deciding on specific holdings, the investment adviser generally targets equity securities that are perceived to offer significant potential for growth. Their selection methodology often involves assessing a variety of aspects, including a company's market valuation, its anticipated profits, capacity for future expansion, recent operational history, and overall strategic direction. Additionally, the fund is permitted to allocate capital to other pooled investment products, including exchange-traded funds (ETFs).
