Applied Finance Mutual Funds List
Here you can find all mutual funds issued by Applied Finance and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.28%
- Avg. 1 Year Return
- 24.23%
- Avg. 5 Year Return
- 9.82%
- Median Risk/Return Score
- 50 / 100
Applied Finance Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Applied Finance Explorer Investor | Small Cap Value Equities | Jun 11, 2015 | 1.08% | 14.11% | 14.15% | 2.54% | 52 | ||||||||
| Applied Finance Select Fund | Large Cap Value Equities | Feb 1, 2017 | 1.48% | 11.05% | — | 3.36% | 49 |
Explore top Applied Finance Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Applied Finance Mutual funds by Risk/Return Score
The top Applied Finance Mutual funds by PortfoliosLab Risk/Return Score are AFDVX (52) and AFVLX (49).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Applied Finance Explorer Investor | 52 | — | Jun 2015 | |
| Applied Finance Select Fund | 49 | — | Feb 2017 |
Best-Performing Applied Finance Mutual funds Over 5 Years
The top Applied Finance Mutual funds is AFDVX (10.02%).
Across the lineup, Applied Finance Mutual funds show an average 1-year return of 24.23% and an average 5-year return of 9.82%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Applied Finance Explorer Investor | 10.02% | — | Jun 2015 | |
| Applied Finance Select Fund | 9.63% | — | Feb 2017 |
Lowest-Cost Applied Finance Mutual funds
The top Applied Finance Mutual funds is AFDVX (1.08%).
With an average expense ratio of 1.28%, Applied Finance Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Applied Finance Explorer Investor | 1.08% | — | Jun 2015 | |
| Applied Finance Select Fund | 1.48% | — | Feb 2017 |
Highest-Yield Applied Finance Mutual funds
The top Applied Finance Mutual funds is AFVLX (3.36%).
Across the lineup, Applied Finance Mutual funds show an average dividend yield of 2.95%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Applied Finance Select Fund | 3.36% | — | Feb 2017 | |
| Applied Finance Explorer Investor | 2.54% | — | Jun 2015 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.