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 83 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 1997-07-11.

ATHAX performance shows a YTD return of 2.71%. The 1-year return is -1.63% and the 5-year return is 2.97%. ATHAX dividend yield stands at 27.56%, paid annually.

ATHAX top holdings include Vertiv Holding Corp (4.7%), Hilton Worldwide Holdings, Inc. (4.4%), Howmet Aerospace Inc. (4.0%), Quanta (3.4%), Monolithic Power Systems Inc Mpwr Us Equity (3.0%). 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.