ATHDX Mutual Fund

ATHDX Mutual Fund (American Century Heritage Fund R6 Cl) is managed by American Century Investments with $178.9M in net assets. ATHDX expense ratio is 0.65%, holding 83 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2013-07-26.

ATHDX performance shows a YTD return of 3.08%. The 1-year return is -1.07% and the 5-year return is 3.58%. ATHDX dividend yield stands at 17.43%, paid annually.

ATHDX 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 ATHDX holdings, ATHDX sectors, or ATHDX dividends.

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