AFNAX Mutual Fund

AFNAX Mutual Fund (Bahl & Gaynor Income Growth Fund Class A) is managed by Bahl & Gaynor with $214.3M in net assets. AFNAX expense ratio is 0.88%, holding 50 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-07-05.

AFNAX performance shows a YTD return of 7.67%. The 1-year return is 16.06% and the 5-year return is 10.69%. AFNAX dividend yield stands at 13.38%, paid monthly.

AFNAX top holdings include Broadcom Inc (6.7%), Johnson Johnson (4.8%), Abbvie Inc. (4.8%), Microsoft Corp (4.2%), Eli Lilly & Co. (4.1%). Go to all AFNAX holdings, AFNAX sectors, or AFNAX dividends.

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