AFAZX Mutual Fund

AFAZX Mutual Fund (Applied Finance Dividend Fund Institutional Class) is managed by Applied Finance Funds with $31.0M in net assets. AFAZX expense ratio is 0.95%, holding 31 positions across sectors including Information Technology, Financials. Inception date: 2009-09-01.

AFAZX performance shows a YTD return of 19.71%. The 1-year return is 25.40% and the 5-year return is 9.98%. AFAZX dividend yield stands at 1.85%, paid annually.

AFAZX top holdings include Workday, Inc., Class A (4.4%), Servicenow, Inc. (4.1%), Automatic Data Processing, Inc. (4.1%), Robinhood Markets Inc - A (4.1%), Visa Inc Class A (3.9%). Go to all AFAZX holdings, AFAZX sectors, or AFAZX dividends.

AFAZX can be compared against other funds. Use AFAZX overlap to find shared positions, or AFAZX vs another fund for a side-by-side view. AFAZX alternatives are available via the screener, along with tax-loss harvesting opportunities.