Which Funds Can AFDVX Replace?

Applied Finance Explorer Fund Investor Shares Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds AFDVX Can Replace

99 funds

FSI > 80 out of 768 similar funds

Competing Fund AUM

$229.32B

Assets in funds AFDVX can compete with and replace

Outperformance Rank

#251

Rank among 768 similar funds

Who Holds Credible Replacements?

3,639 firms

166,828 connected advisors

Opportunity analysis

AFDVX can replace 99 funds with FSI above 80 out of 768 similar funds, representing $229.32B in competing fund AUM. Its outperformance rank is #251 among those similar funds. 3,639 13F firms and 166,828 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 59.5%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
1.68%
Assets under management
$989.1M

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