ACCKX Mutual Fund

ACCKX Mutual Fund

NAV$8.91
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Fund Essentials - as of Mar 31, 2026

Net Assets
$541,140.71
Expense Ratio
1.55%
Dividend Yield (Current)
3.78%
Holdings
580
Inception Date
Nov 30, 2006
Fund Family
American Century Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.76%
1 Year+2.18%
3 Year+3.23%
5 Year-1.52%
10 Year+0.50%

Asset Allocation

Stocks: 9.79%
Bonds: 89.29%
Cash: 0.05%
Other: 0.87%
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Top Holdings

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TickerNameWeight
-Single Family Mortgage 5 04/14/20511.32%
G2 MA9602Gnma Ii Gtd Pass Thru Ctf Multiple Issuergnii Ii 4% 04/20/2054#Ma96021.07%
FN 995752Fnma 30Yr 4.5 01/05/20390.99%
-Regatta Funding Co Llc 0.00 04/01/20260.85%
-Fannie Mae Pool 5.500.82%
Top 10 Concentration: 8.93%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.78%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ACCKX Mutual Fund Overview

ACCKX Mutual Fund (American Century Core Plus Fund Class C) is managed by American Century Investments with $541,140.71 in net assets. ACCKX expense ratio is 1.55%, holding 580 positions across sectors including Financials, Industrials, Energy. Inception date: 2006-11-30.

ACCKX performance shows a YTD return of -0.76%. The 1-year return is 2.18% and the 5-year return is -1.52%. ACCKX dividend yield stands at 3.78%, paid monthly.

ACCKX top holdings include Single Family Mortgage 5 04/14/2051 (1.3%), Gnma Ii Gtd Pass Thru Ctf Multiple Issuergnii Ii 4% 04/20/2054#Ma9602 (1.1%), Fnma 30Yr 4.5 01/05/2039 (1.0%), Regatta Funding Co Llc 0.00 04/01/2026 (0.8%), Fannie Mae Pool 5.50 (0.8%). Go to all ACCKX holdings, ACCKX sectors, or ACCKX dividends.

ACCKX can be compared against other funds. Use ACCKX overlap to find shared positions, or ACCKX vs another fund for a side-by-side view. ACCKX alternatives are available via the screener, along with tax-loss harvesting opportunities.