AFDVX Mutual Fund

AFDVX Mutual Fund (Applied Finance Explorer Fund Investor Shares) is managed by Applied Finance Funds with $228.8M in net assets. AFDVX expense ratio is 1.08%, holding 164 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-06-30.

AFDVX performance shows a YTD return of 15.24%. The 1-year return is 15.32% and the 5-year return is 10.22%. AFDVX dividend yield stands at 2.50%, paid annually.

AFDVX top holdings include Sterling Construction Company Inc (2.0%), Comfort Systems USA Inc. (2.0%), Enova International Inc. (usd) (1.7%), Par Pacific Holdings Inc (1.6%), International Seaways, Inc. (1.3%). Go to all AFDVX holdings, AFDVX sectors, or AFDVX dividends.

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