ATHAX Mutual Fund
ATHAX Mutual Fund
American Century Heritage Fund Class A
ATHAX Mutual Fund Overview
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 83 positions across sectors including Information Technology, Materials. Inception date: 1997-07-11.
ATHAX performance shows a YTD return of 7.24%. The 1-year return is 5.26% and the 5-year return is 7.42%. ATHAX dividend yield stands at 26.11%, paid annually.
ATHAX top holdings include Cloudflare Inc (2.7%), Cameco Corp Common Stock (0.5%). View all ATHAX holdings, sector breakdown, or dividend history.
ATHAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ATHAX alternatives are available via the screener, along with tax-loss harvesting opportunities.