Applied Finance Select Fund Investor Class (AFVLX) NASDAQ
Currency In USD
AD
- General
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- Historical Data
- Profile
- Financials
AD
Currency In USD
Address
8730 Stony Point Parkway
Richmond, VA 23235
United States of America (the)
Phone
804-267-7400
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
February 01, 2017
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).