ATHGX Mutual Fund

ATHGX Mutual Fund (American Century Heritage Fund R5 Class) is managed by American Century Investments with $1.1M in net assets. ATHGX expense ratio is 0.80%, holding 83 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2017-04-10.

ATHGX performance shows a YTD return of 2.96%. The 1-year return is -1.21% and the 5-year return is 3.43%. ATHGX dividend yield stands at 18.11%, paid annually.

ATHGX 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 ATHGX holdings, ATHGX sectors, or ATHGX dividends.

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