AFVLX Mutual Fund (Applied Finance Select Fund Investor Class Shares) is managed by Applied Finance Funds with $57.4M in net assets. AFVLX expense ratio is 1.00%, holding 52 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2017-02-01.

AFVLX performance shows a YTD return of 12.13%. The 1-year return is 21.07% and the 5-year return is 9.61%. AFVLX dividend yield stands at 3.31%, paid annually.

AFVLX top holdings include 'alphabet Inc., Class 'a'' (3.9%), Applied Materials, Inc. (3.8%), Kla Corp. Com (3.7%), Cisco Systems Inc. - Ordinary Shares (3.6%), Apple Inc (3.6%). View all AFVLX holdings, sector breakdown, or dividend history.

AFVLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AFVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.