AFDZX Mutual Fund

AFDZX Mutual Fund (Applied Finance Explorer Fund Institutional Shares) is managed by Applied Finance Funds with $848.8M in net assets. AFDZX expense ratio is 0.83%, holding 142 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-06-11.

AFDZX performance shows a YTD return of 17.94%. The 1-year return is 29.06% and the 5-year return is 11.30%. AFDZX dividend yield stands at 2.63%, paid annually.

AFDZX top holdings include Comfort Systems USA Inc. (2.4%), Sterling Construction Company Inc (2.0%), Par Pacific Holdings Inc (1.3%), Dana Inc (1.3%), Adeia Inc. (1.2%). Go to all AFDZX holdings, AFDZX sectors, or AFDZX dividends.

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