AFVZX Applied Finance Select Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Apple (NASDAQ:AAPL), Intel Corp (NASDAQ:INTC), Cisco Systems (NASDAQ:CSCO), Mastercard (NYSE:MA), KLA Corporation (NASDAQ:KLAC), International Business Machines Corp (NYSE:IBM), HP (NYSE:HPQ).

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of U.S. companies whose market capitalizations are $3 billion or more, measured at the time of purchase. Equity securities in which the fund may invest include common and preferred stocks, rights and warrants, and securities convertible into equity securities. It may also invest in the securities of other investment companies including ETFs.

The average market capitalization across the Applied Finance Select Institutional MF is 825.13B. The market cap for tickers in the group ranges from 13B to 4.32T. AAPL holds the highest valuation in this group at 4.32T. The lowest valued company is APTV at 13B.

The average weekly volume growth across all stocks in the Applied Finance Select Institutional MF was -7%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was 215%