AFVZX Mutual Fund
AFVZX Mutual Fund
AFVZX Mutual Fund
Applied Finance Select Fund Institutional Class Shares
AFVZX Mutual Fund Overview
AFVZX Mutual Fund (Applied Finance Select Fund Institutional Class Shares) is managed by Applied Finance Funds with $646.7M in net assets. AFVZX expense ratio is 0.75%, holding 52 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2017-02-03.
AFVZX performance shows a YTD return of 12.70%. The 1-year return is 21.40% and the 5-year return is 9.69%. AFVZX dividend yield stands at 3.34%, paid annually.
AFVZX 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 AFVZX holdings, AFVZX sectors, or AFVZX dividends.
AFVZX can be compared against other funds. Use AFVZX overlap to find shared positions, or AFVZX vs another fund for a side-by-side view. AFVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.