ALVRX Mutual Fund

ALVRX Mutual Fund (American Century Focused Large Cap Value Fund Class R) is managed by American Century Investments with $6.6M in net assets. ALVRX expense ratio is 1.33%, holding 61 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2003-08-29.

ALVRX performance shows a YTD return of 13.95%. The 1-year return is 22.76% and the 5-year return is 10.14%. ALVRX dividend yield stands at 10.13%, paid quarterly.

ALVRX top holdings include Marsh & Mclennan Cos Inc Common Stock Usd 1 (4.0%), Microsoft Corp (3.8%), Duke Energy Corp (3.6%), Berkshire Hathaway Inc Brk/B Us Equity (3.4%), Johnson & Johnson - Common (3.2%). Go to all ALVRX holdings, ALVRX sectors, or ALVRX dividends.

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