ALCEX Mutual Fund

ALCEX Mutual Fund (Avantis US Large Cap Value Fund Class G) is managed by American Century Investments. holding 204 positions across sectors including Industrials, Consumer Discretionary, Energy. Inception date: 2022-06-21.

ALCEX performance shows a YTD return of 24.97%. The 1-year return is 38.55%. ALCEX dividend yield stands at 2.78%, paid annually.

ALCEX top holdings include Micron Technology, Inc. (3.5%), Exxon Mobil Corp. (2.8%), Caterpillar, Inc. (2.8%), Merck & Company Inc (2.6%), Lam Research Corp (2.4%). Go to all ALCEX holdings, ALCEX sectors, or ALCEX dividends.

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