AFDZX Mutual Fund

AFDZX Mutual Fund (Applied Finance Explorer Fund Institutional Shares) is managed by Applied Finance Funds with $837.1M in net assets. AFDZX expense ratio is 0.83%, holding 164 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-06-11.

AFDZX performance shows a YTD return of 8.95%. The 1-year return is 9.23% and the 5-year return is 10.39%. AFDZX dividend yield stands at 2.84%, paid annually.

AFDZX top holdings include Sterling Construction Company Inc (2.0%), Comfort Systems USA Inc. (2.0%), Enova International Inc. (usd) (1.7%), Par Pacific Holdings Inc (1.6%), International Seaways, Inc. (1.3%). Go to all AFDZX holdings, AFDZX sectors, or AFDZX dividends.

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