AFVZX Mutual Fund

AFVZX Mutual Fund (Applied Finance Select Fund Institutional Class Shares) is managed by Applied Finance Funds with $656.4M in net assets. AFVZX expense ratio is 0.75%, holding 52 positions across sectors including Information Technology, Industrials, Financials. 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 9.55%. AFVZX dividend yield stands at 3.42%, paid annually.

AFVZX top holdings include Alphabet Inc Common Stock USD 0.001 (3.9%), Applied Materials, Inc. (3.8%), Kla Corp (3.7%), Cisco Systems Inc. - Ordinary Shares (3.6%), Apple, Inc (3.6%). 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.