AMGIX Mutual Fund

AMGIX Mutual Fund

NAV$44.84
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Fund Essentials - as of Jun 30, 2026

Net Assets
$314M
Expense Ratio
0.45%
Dividend Yield (Current)
7.70%
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+16.19%
5 Year+8.68%
10 Year+11.29%

Asset Allocation

Stocks: 99.60%
Bonds: 0.02%
Other: 0.38%
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Top Holdings

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TickerNameWeight
AMZNAmazon.Com Inc4.45%
AAPLApple, Inc3.69%
JNJJohnson & Johnson - Common3.34%
JPMJpmorgan Chase3.17%
MRKMerck & Company Inc2.55%
Top 10 Concentration: 26.97%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
7.70%
Frequency
Quarterly
Latest Distribution
$9.71
-

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 Information Technology, Financials, 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 8.68%. AMGIX dividend yield stands at 7.70%, paid quarterly.

AMGIX top holdings include Amazon.Com Inc (4.5%), Apple, Inc (3.7%), Johnson & Johnson - Common (3.3%), Jpmorgan Chase (3.2%), Merck & Company Inc (2.5%). 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.