AICRX Mutual Fund

AICRX Mutual Fund

NAV$45.69
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Fund Essentials - as of Mar 31, 2026

Net Assets
$16M
Expense Ratio
1.15%
Dividend Yield (Current)
7.30%
Holdings
194
Inception Date
Aug 29, 2003
Fund Family
American Century Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+14.97%
1 Year+28.60%
3 Year+15.38%
5 Year+7.91%
10 Year+10.50%

Asset Allocation

Stocks: 99.52%
Bonds: 0.48%
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Top Holdings

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TickerNameWeight
JPMJpmorgan Chase3.48%
JNJJohnson & Johnson - Common3.35%
MRKMerck & Company Inc2.76%
CCitigroup Inc.2.12%
GOOGAlphabet Inc. C2.02%
Top 10 Concentration: 22.82%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
7.30%
Frequency
Quarterly
Latest Distribution
$9.62
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Peer Comparison

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

AICRX Mutual Fund Overview

AICRX Mutual Fund (American Century Disciplined Value Fund R class) is managed by American Century Investments with $15.6M in net assets. AICRX expense ratio is 1.15%, holding 194 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2003-08-29.

AICRX performance shows a YTD return of 14.97%. The 1-year return is 28.60% and the 5-year return is 7.91%. AICRX dividend yield stands at 7.30%, paid quarterly.

AICRX top holdings include Jpmorgan Chase (3.5%), Johnson & Johnson - Common (3.4%), Merck & Company Inc (2.8%), Citigroup Inc. (2.1%), Alphabet Inc. C (2.0%). Go to all AICRX holdings, AICRX sectors, or AICRX dividends.

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