AFNAX Mutual Fund
AFNAX Mutual Fund
Bahl & Gaynor Income Growth Fund Class A
AFNAX Mutual Fund Overview
AFNAX Mutual Fund (Bahl & Gaynor Income Growth Fund Class A) is managed by Bahl & Gaynor with $214.3M in net assets. AFNAX expense ratio is 0.88%, holding 50 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-07-05.
AFNAX performance shows a YTD return of 7.67%. The 1-year return is 16.06% and the 5-year return is 10.69%. AFNAX dividend yield stands at 13.38%, paid monthly.
AFNAX top holdings include Broadcom Inc (6.7%), Johnson Johnson (4.8%), Abbvie Inc. (4.8%), Microsoft Corp 4.100 Feb 06 37 (4.2%), Eli Lilly & Co (4.1%). View all AFNAX holdings, sector breakdown, or dividend history.
AFNAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AFNAX alternatives are available via the screener, along with tax-loss harvesting opportunities.