AMGIX Mutual Fund

AMGIX Mutual Fund

NAV$45.89
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Fund Essentials - as of Mar 31, 2026

Net Assets
$314M
Expense Ratio
0.45%
Dividend Yield (Current)
7.89%
Holdings
194
Inception Date
Jan 28, 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+15.40%
1 Year+29.47%
3 Year+16.18%
5 Year+8.67%
10 Year+11.28%

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)
7.89%
Frequency
Quarterly
Latest Distribution
$9.71
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Peer Comparison

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

AMGIX Mutual Fund Overview

AMGIX Mutual Fund (American Century Disciplined Value Fund Class I) is managed by American Century Investments with $313.8M in net assets. AMGIX expense ratio is 0.45%, holding 194 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1998-01-28.

AMGIX performance shows a YTD return of 15.40%. The 1-year return is 29.47% and the 5-year return is 8.67%. AMGIX dividend yield stands at 7.89%, paid quarterly.

AMGIX 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 AMGIX holdings, AMGIX sectors, or AMGIX dividends.

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