AFAZX Mutual Fund

AFAZX Mutual Fund (Applied Finance Dividend Fund Institutional Class) is managed by Applied Finance Funds with $28.8M in net assets. AFAZX expense ratio is 0.95%, holding 39 positions across sectors including Financials, Health Care, Industrials. Inception date: 2009-09-01.

AFAZX performance shows a YTD return of 11.39%. The 1-year return is 15.06% and the 5-year return is 9.71%. AFAZX dividend yield stands at 1.99%.

AFAZX top holdings include Marathon Petroleum Corp (3.0%), Microsoft Corp (3.0%), Raytheon Co. (2.9%), The Travelers Cos, Inc. (2.8%), State Street Corp. (2.8%). Go to all AFAZX holdings, AFAZX sectors, or AFAZX dividends.

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