ATHAX Mutual Fund

ATHAX Mutual Fund (American Century Heritage Fund Class A) is managed by American Century Investments with $232.2M in net assets. ATHAX expense ratio is 1.25%, holding 101 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1997-07-11.

ATHAX performance shows a YTD return of 1.40%. The 1-year return is -0.98% and the 5-year return is 3.08%.

ATHAX top holdings include Snowflake Inc (3.9%), Cloudflare Inc (180 Day Lockup) (3.5%), Datadog Inc (3.4%), Howmet Aerospace (2.7%), Comfort Systems USA Inc. (2.4%). Go to all ATHAX holdings, ATHAX sectors, or ATHAX dividends.

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