Applied Finance Explorer fund Investor Class Fund · US98147A2950 · AFDVX (XNAS) — real-time quotes, company data, dividends, fundamentals, and AI-powered portfolio analysis on MoneyPeak

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 company's valuation, projected future earnings, growth potential, recent performance, and business strategy. It may also invest in other investment companies, including ETFs.