Applied Finance Explorer FundAFDVX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$989.1M
Expense ratio
1.08%
1-year return
+30.0%
3 years, a year
+16.9%
5 years, a year
+9.9%
Holdings
142
What it aims to do.
The investment objective of the Applied Finance Explorer Fund (the Explorer Fund) is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| FIX Comfort Systems | 2.44% |
| STRL Sterling Constru | 1.96% |
| PARR Par Pacific Holdings, Inc. | 1.31% |
| DAN Default | 1.26% |
| ADEA Adeia Inc | 1.23% |
| INSW International Seaways Inc | 1.19% |
| ENVA Default | 1.19% |
| ESI Default | 1.19% |
| PRM Default | 1.16% |
| UTHR United Therapeut | 1.05% |
More on AFDVX.
- AFDVX overview
- AFDVX holdings
- AFDVX risk
- AFDVX costs
- AFDVX money in and out
- AFDVX share classes
- Compare AFDVX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.