AFVZX Mutual Fund (Applied Finance Select Fund Institutional Class Shares) is managed by Applied Finance Funds with $636.7M in net assets. AFVZX expense ratio is 0.75%, holding 52 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2017-02-03.

AFVZX performance shows a YTD return of 12.28%. The 1-year return is 21.37% and the 5-year return is 9.77%. AFVZX dividend yield stands at 3.43%, paid annually.

AFVZX top holdings include 'alphabet Inc., Class 'a'' (3.9%), Applied Materials, Inc. (3.8%), Kla Corp. Com (3.7%), Cisco Systems Inc. - Ordinary Shares (3.6%), Apple Inc (3.6%). View all AFVZX holdings, sector breakdown, or dividend history.

AFVZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AFVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.