AFDVX Mutual Fund (Applied Finance Explorer Fund Investor Shares) is managed by Applied Finance Funds with $218.3M in net assets. AFDVX expense ratio is 1.08%, holding 142 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-06-30.

AFDVX performance shows a YTD return of 16.57%. The 1-year return is 28.12% and the 5-year return is 10.48%. AFDVX dividend yield stands at 2.47%, paid annually.

AFDVX top holdings include Comfort Systems USA Inc. (2.4%), Sterling Construction Co Inc (2.0%), Par Pacific Holdings Inc (1.3%), Dana Inc (1.3%), Adeia Inc. (1.2%). View all AFDVX holdings, sector breakdown, or dividend history.

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