AFDZX Mutual Fund (Applied Finance Explorer Fund Institutional Shares) is managed by Applied Finance Funds with $845.3M in net assets. AFDZX expense ratio is 0.83%, holding 142 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-06-11.

AFDZX performance shows a YTD return of 16.70%. The 1-year return is 28.46% and the 5-year return is 10.64%. AFDZX dividend yield stands at 2.65%, paid annually.

AFDZX top holdings include Comfort Systems U.s.a., Inc. (2.4%), Sterling Construction Company Inc (2.0%), Par Petroleum Corp (1.3%), Dana Inc (1.3%), Adeia Inc. (1.2%). View all AFDZX holdings, sector breakdown, or dividend history.

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