ATHGX Mutual Fund
ATHGX Mutual Fund
American Century Heritage Fund R5 Class
ATHGX Mutual Fund Overview
ATHGX Mutual Fund (American Century Heritage Fund R5 Class) is managed by American Century Investments with $1.1M in net assets. ATHGX expense ratio is 0.80%, holding 83 positions across sectors including Information Technology, Materials. Inception date: 2017-04-10.
ATHGX performance shows a YTD return of 7.45%. The 1-year return is 5.76% and the 5-year return is 7.38%. ATHGX dividend yield stands at 17.16%, paid annually.
ATHGX top holdings include Cloudflare Inc (2.7%), Cameco Corp Common Stock (0.5%). View all ATHGX holdings, sector breakdown, or dividend history.
ATHGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ATHGX alternatives are available via the screener, along with tax-loss harvesting opportunities.