AFVLX Stock: Applied Finance Select Fund Investor Class Stock Price, Analysis & Insights
Get live AFVLX stock price $25.48, comprehensive Applied Finance Select Fund Investor Class stock analysis, charts, news, and expert forecast. Real-time AFVLX stock data and investment insights.
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Applied Finance Select Fund Investor Class (AFVLX) Overview
Applied Finance Select Fund Investor Class (AFVLX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, AFVLX trades at $25.48 with a market capitalization of 687.96M . Over the past 52 weeks, AFVLX has traded between $21.88 and $26.15 , with the current price positioned at approximately 84% of this...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 687.96M
- Current price: $25.48
- 52-week range: $21.88 - $26.15
- P/E ratio: 21.78
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
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 sha...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 8730 Stony Point Parkway
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 21.8)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Applied Finance Select Fund Investor Class shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Applied Finance Select Fund Investor Class
- ⚠Investors should consider how Applied Finance Select Fund Investor Class fits within their overall portfolio allocation
Market Cap
687.96M
P/E Ratio (TTM)
21.78
Beta
0.96
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.