- What are the top holdings of AFVLX?
- A machine-readable holdings disclosure for Applied Finance Select Fund Investor Class (AFVLX) 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 AFVLX invest in?
- Applied Finance Select Fund Investor Class (AFVLX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is AFVLX most exposed to?
- AFVLX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is AFVLX a US-only fund?
- The country allocation card on this page shows AFVLX'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 AFVLX invest in?
- The fund primarily acquires equity stakes in U.S.-based corporations, provided their market capitalization stands at $3 billion or more when the investment is made. Its portfolio may encompass various forms of equity, such as common and preferred shares, rights, warrants, and convertible securities. Furthermore, the fund has the discretion to allocate capital to other investment vehicles, including exchange-traded funds (ETFs).
