Applied Finance Select Fund Institutional Class (AFVZX)
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Applied Finance Select Fund Institutional Class Profile
| NASDAQ Exchange | US Country |
Overview
The company operates as an investment fund focusing primarily on the equity securities of U.S.-based companies with a minimum market capitalization of $3 billion at the time of investment. Its portfolio includes common and preferred stocks, rights and warrants, and securities convertible into equity securities. This strategic approach allows the fund to invest in a diverse range of large companies, potentially reducing risk and aiming for growth through capital appreciation over time.
Products and Services
- Common and Preferred Stocks
The fund invests in common stocks, which represent shares in the ownership of companies and come with voting rights. Preferred stocks are also a part of the portfolio, offering potentially higher dividends with priority over common stock in the event of liquidation. These investments aim to capture the growth and income potential of large-cap companies.
- Rights and Warrants
Rights and warrants constitute a strategic component of the fund's investments, providing the opportunity to purchase additional shares of stock, usually at a predetermined price. This can potentially leverage the fund's position in certain companies when exercised at opportune moments, aiming for greater capital gains.
- Securities Convertible into Equity Securities
The fund invests in securities that can be converted into equity securities, such as convertible bonds or debentures. This flexibility allows the fund to participate in the debt and equity of a company, providing potential for appreciation while also aiming to mitigate risk through fixed-income characteristics.
- Investment in Other Investment Companies and ETFs
To diversify its portfolio further, the fund invests in other investment companies and Exchange Traded Funds (ETFs). This strategy not only spreads out risk across a broader range of assets but also takes advantage of specialized management in various sectors or asset classes, potentially enhancing the overall returns of the fund.
