AMEIX Mutual Fund

AMEIX Mutual Fund

NAV$40.42
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Fund Essentials - as of Mar 31, 2026

Net Assets
$306M
Expense Ratio
0.45%
Dividend Yield (Current)
10.63%
Holdings
179
Inception Date
Jan 2, 1998
Fund Family
American Century Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+9.50%
1 Year+22.13%
3 Year+19.73%
5 Year+10.84%
10 Year+13.24%

Asset Allocation

Stocks: 99.48%
Bonds: 0.51%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.56%
AAPLApple, Inc7.19%
AMZNAmazon.Com Inc3.88%
MSFTMicrosoft Corp3.34%
GOOGAlphabet Inc. C2.91%
Top 10 Concentration: 34.62%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.63%
Frequency
Quarterly
Latest Distribution
$8.52
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Peer Comparison

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

AMEIX Mutual Fund Overview

AMEIX Mutual Fund (American Century Disciplined Core Equity Fund I Class) is managed by American Century Investments with $306.1M in net assets. AMEIX expense ratio is 0.45%, holding 179 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 1998-01-02.

AMEIX performance shows a YTD return of 9.50%. The 1-year return is 22.13% and the 5-year return is 10.84%. AMEIX dividend yield stands at 10.63%, paid quarterly.

AMEIX top holdings include Nvidia Corp. (7.6%), Apple, Inc (7.2%), Amazon.Com Inc (3.9%), Microsoft Corp (3.3%), Alphabet Inc. C (2.9%). Go to all AMEIX holdings, AMEIX sectors, or AMEIX dividends.

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