AFAZX Mutual Fund
NAV$13.99
AUM$23M
TER0.95%
Holdings39
AFAZX Mutual Fund
NAV$13.99
Applied Finance Dividend Fund Institutional Class
AUM$23M
TER0.95%
Holdings39

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
Showing 10 of 39 holdings(as of Apr 30, 2026)Top 10 Weight: 29.39%
AFAZX Mutual Fund Top Holdings
AFAZX holdings top 10 positions. The top 10 holdings account for 29.4% of the fund, led by Cisco Systems at 3.2%, Marathon Petroleum Corporation at 3.2%, State Street Corp. at 3.0%.
AFAZX portfolio concentration is well-diversified, with the top 10 representing 29.4% of total assets. The largest sector exposure is Financials at 21.5%.
AFAZX sector allocation provides a detailed breakdown. AFAZX overlap tool shows how holdings compare to other funds in your portfolio.