ASERX Mutual Fund

ASERX Mutual Fund

NAV$118.76
See how much of ASERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
$4M
Expense Ratio
1.40%
Dividend Yield (Current)
10.69%
Holdings
57
Inception Date
Jul 29, 2005
Fund Family
American Century Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+1.12%
1 Year+9.70%
3 Year+15.20%
5 Year+9.09%
10 Year+14.97%

Asset Allocation

Stocks: 99.57%
Bonds: 0.01%
Other: 0.42%
See how much of ASERX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
NVDANvidia Corp15.05%
AAPLApple, Inc6.99%
AMZNAmazon.Com Inc6.92%
GOOGLAlphabet Inc,class A6.42%
MSFTMicrosoft Corp4.91%
Top 10 Concentration: 60.98%Report Date: Jun 30, 2026
Download all 57 holdings for ASERX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
10.69%
Frequency
Annually
Latest Distribution
$9.63
-

Peer Comparison

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

ASERX Mutual Fund Overview

ASERX Mutual Fund (American Century Select Fund R Class) is managed by American Century Investments with $4.5M in net assets. ASERX expense ratio is 1.40%, holding 57 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2005-07-29.

ASERX performance shows a YTD return of 1.12%. The 1-year return is 9.70% and the 5-year return is 9.09%. ASERX dividend yield stands at 10.69%, paid annually.

ASERX top holdings include Nvidia Corp (15.1%), Apple, Inc (7.0%), Amazon.Com Inc (6.9%), Alphabet Inc,class A (6.4%), Microsoft Corp (4.9%). Go to all ASERX holdings, ASERX sectors, or ASERX dividends.

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