ATHWX Mutual Fund
ATHWX Mutual Fund
American Century Heritage Fund R Class
ATHWX Mutual Fund Overview
ATHWX Mutual Fund (American Century Heritage Fund R Class) is managed by American Century Investments with $23.3M in net assets. ATHWX expense ratio is 1.50%, holding 83 positions across sectors including Information Technology, Materials. Inception date: 2007-09-28.
ATHWX performance shows a YTD return of 7.08%. The 1-year return is 5.01% and the 5-year return is 7.17%. ATHWX dividend yield stands at 26.92%, paid annually.
ATHWX top holdings include Cloudflare Inc (2.7%), Cameco Corp Common Stock (0.5%). View all ATHWX holdings, sector breakdown, or dividend history.
ATHWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ATHWX alternatives are available via the screener, along with tax-loss harvesting opportunities.