|8730 Stony Point Parkway, Suite 205 , Richmond, VA 23235|
|Fund Manager||Rafael Resendes|
|Manager Tenure||15 Years 3 Months|
The investment objective of the Applied Finance The Core Fund invests primarily in equity securities of large cap companies, which the Fund defines as companies with market capitalizations of $3 billion or more, measured at the time of purchase. In choosing investments, the Adviser typically selects large cap equity securities that it believes offer superior return potential and may consider, among other factors, a companys valuation, projected future earnings, dividends, growth potential, recent performance, and business strategy.
|Asset Type||% Of Allocation|
|Total Net Assets||12.74 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|PRU||PRUDENTIAL FINANCIAL INC||2.03%|
|COF||CAPITAL ONE FINANCIAL CORP||2.00%|
|AMP||AMERIPRISE FINANCIAL INC||1.93%|
|ALLY||ALLY FINANCIAL INC||1.85%|
|TOL||TOLL BROTHERS INC||1.83%|
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New York rules now require delivery services to pay workers once a week, offer payment options, and more.
Affirm shares climb as the buy-now-pay-later network draws support from Mizuho and Morgan Stanley analysts.
Stocks moving in premarket trading Friday include Nike, Roku, Salesforce, Coinbase and Bitcoin.
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Costco said it will limit purchases of certain 'key' items in the months ahead amid what it called an "uptick in Delta-related demand" following solid fourth quarter earnings.
China's central bank, the PBOC, said Friday that all forms of cryptocurrency trading and financing are 'illegal activities that are strictly prohibited'.
Stock futures dip as Evergrande triggers caution, Evergrande misses dollar bond debt payment; Nike warns on supply chain delays; Costco to limit key item purchases; China bans all cryptocurrency trading.