AFVLX Mutual Fund

AFVLX Mutual Fund (Applied Finance Select Fund Investor Class Shares) is managed by Applied Finance Funds with $57.1M in net assets. AFVLX expense ratio is 1.00%, holding 54 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2017-02-01.

AFVLX performance shows a YTD return of 15.23%. The 1-year return is 20.73% and the 5-year return is 9.43%. AFVLX dividend yield stands at 3.22%, paid annually.

AFVLX top holdings include Microsoft Corp (3.7%), Apple, Inc (3.6%), Alphabet Inc,class A (3.4%), HP Inc (3.2%), Nvidia Corp (3.1%). Go to all AFVLX holdings, AFVLX sectors, or AFVLX dividends.

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