Morningstar

Applied Finance Select Investor AFVLX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Applied Finance Investment Hub

Morningstar’s Analysis AFVLX

Will AFVLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFVLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AFVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AFVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Applied Finance Select Investor's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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